Successful Portfolios LLC Has $1.27 Million Stock Holdings in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR)

Successful Portfolios LLC increased its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 8.0% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 25,891 shares of the company’s stock after buying an additional 1,912 shares during the period. Successful Portfolios LLC’s holdings in Schwab Intermediate-Term U.S. Treasury ETF were worth $1,270,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also bought and sold shares of SCHR. AlphaQ Advisors LLC grew its position in shares of Schwab Intermediate-Term U.S. Treasury ETF by 5.0% in the fourth quarter. AlphaQ Advisors LLC now owns 4,546 shares of the company’s stock valued at $226,000 after purchasing an additional 215 shares during the last quarter. Savant Capital LLC grew its holdings in Schwab Intermediate-Term U.S. Treasury ETF by 3.6% in the 4th quarter. Savant Capital LLC now owns 6,947 shares of the company’s stock valued at $345,000 after buying an additional 240 shares in the last quarter. Waverly Advisors LLC increased its position in Schwab Intermediate-Term U.S. Treasury ETF by 1.2% during the 3rd quarter. Waverly Advisors LLC now owns 24,098 shares of the company’s stock worth $1,155,000 after buying an additional 289 shares during the period. Milestone Investment Advisors LLC lifted its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 3.3% during the fourth quarter. Milestone Investment Advisors LLC now owns 14,983 shares of the company’s stock worth $745,000 after buying an additional 472 shares in the last quarter. Finally, OneAscent Financial Services LLC lifted its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 4.2% during the fourth quarter. OneAscent Financial Services LLC now owns 13,827 shares of the company’s stock worth $687,000 after buying an additional 563 shares in the last quarter.

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

SCHR stock opened at $48.77 on Monday. Schwab Intermediate-Term U.S. Treasury ETF has a 52 week low of $47.03 and a 52 week high of $50.00. The company’s 50-day simple moving average is $48.47 and its 200 day simple moving average is $48.87.

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.