SWS Partners Has $11.41 Million Position in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR)

SWS Partners increased its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 136.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 469,698 shares of the company’s stock after purchasing an additional 271,437 shares during the quarter. Schwab Intermediate-Term U.S. Treasury ETF makes up 3.5% of SWS Partners’ portfolio, making the stock its 3rd biggest holding. SWS Partners’ holdings in Schwab Intermediate-Term U.S. Treasury ETF were worth $11,409,000 as of its most recent SEC filing.

A number of other large investors also recently added to or reduced their stakes in SCHR. Alternative Investment Advisors LLC. grew its holdings in Schwab Intermediate-Term U.S. Treasury ETF by 772.4% during the 3rd quarter. Alternative Investment Advisors LLC. now owns 41,649 shares of the company’s stock valued at $2,107,000 after buying an additional 36,875 shares in the last quarter. Independent Solutions Wealth Management LLC boosted its position in shares of Schwab Intermediate-Term U.S. Treasury ETF by 10.9% during the third quarter. Independent Solutions Wealth Management LLC now owns 124,606 shares of the company’s stock worth $6,305,000 after acquiring an additional 12,261 shares during the last quarter. Franklin Resources Inc. grew its stake in Schwab Intermediate-Term U.S. Treasury ETF by 1.3% during the third quarter. Franklin Resources Inc. now owns 217,590 shares of the company’s stock valued at $11,010,000 after acquiring an additional 2,712 shares in the last quarter. Rede Wealth LLC increased its holdings in Schwab Intermediate-Term U.S. Treasury ETF by 117.7% in the 4th quarter. Rede Wealth LLC now owns 35,473 shares of the company’s stock valued at $862,000 after acquiring an additional 19,177 shares during the last quarter. Finally, Atria Wealth Solutions Inc. lifted its stake in Schwab Intermediate-Term U.S. Treasury ETF by 106.7% in the 4th quarter. Atria Wealth Solutions Inc. now owns 31,404 shares of the company’s stock worth $763,000 after purchasing an additional 16,214 shares in the last quarter.

Schwab Intermediate-Term U.S. Treasury ETF Stock Performance

Shares of Schwab Intermediate-Term U.S. Treasury ETF stock opened at $24.79 on Tuesday. Schwab Intermediate-Term U.S. Treasury ETF has a twelve month low of $23.89 and a twelve month high of $25.47. The business has a 50-day moving average price of $24.35 and a 200-day moving average price of $24.68.

Schwab Intermediate-Term U.S. Treasury ETF Company Profile

The Schwab Intermediate-Term U.S. Treasury ETF (SCHR) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a market-value-weighted index of investment grade debt issued by the US Treasury with remaining maturity of 3-10 years. SCHR was launched on Aug 5, 2010 and is managed by Charles Schwab.