Kaizen Financial Strategies Purchases 44,030 Shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR)

Kaizen Financial Strategies grew its position in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 174.5% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 69,260 shares of the company’s stock after buying an additional 44,030 shares during the period. Schwab Intermediate-Term U.S. Treasury ETF accounts for about 1.0% of Kaizen Financial Strategies’ portfolio, making the stock its 23rd largest position. Kaizen Financial Strategies’ holdings in Schwab Intermediate-Term U.S. Treasury ETF were worth $1,682,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of SCHR. Franklin Resources Inc. boosted its stake in Schwab Intermediate-Term U.S. Treasury ETF by 1.3% in 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 boosted its position in shares of 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 worth $862,000 after purchasing an additional 19,177 shares in the last quarter. Atria Wealth Solutions Inc. grew its stake in Schwab Intermediate-Term U.S. Treasury ETF by 106.7% during the 4th quarter. Atria Wealth Solutions Inc. now owns 31,404 shares of the company’s stock worth $763,000 after buying an additional 16,214 shares during the last quarter. Sanctuary Advisors LLC acquired a new position in Schwab Intermediate-Term U.S. Treasury ETF during the 4th quarter valued at about $232,000. Finally, US Bancorp DE raised its stake in Schwab Intermediate-Term U.S. Treasury ETF by 120.0% in the fourth quarter. US Bancorp DE now owns 3,592 shares of the company’s stock valued at $87,000 after buying an additional 1,959 shares during the last quarter.

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

NYSEARCA:SCHR opened at $24.74 on Friday. The company’s 50 day moving average is $24.79 and its two-hundred day moving average is $24.56. Schwab Intermediate-Term U.S. Treasury ETF has a twelve month low of $24.02 and a twelve month high of $25.47.

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.