EverSource Wealth Advisors LLC Has $1.07 Million Stock Holdings in Schwab Intermediate-Term U.S. Treasury ETF $SCHR

EverSource Wealth Advisors LLC boosted its position in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 156.5% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 42,680 shares of the company’s stock after acquiring an additional 26,043 shares during the quarter. EverSource Wealth Advisors LLC’s holdings in Schwab Intermediate-Term U.S. Treasury ETF were worth $1,073,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Venture Visionary Partners LLC boosted its holdings in Schwab Intermediate-Term U.S. Treasury ETF by 0.9% in the third quarter. Venture Visionary Partners LLC now owns 45,897 shares of the company’s stock worth $1,153,000 after acquiring an additional 417 shares in the last quarter. Empower Advisory Group LLC raised its position in shares of Schwab Intermediate-Term U.S. Treasury ETF by 2.1% during the second quarter. Empower Advisory Group LLC now owns 21,700 shares of the company’s stock worth $543,000 after purchasing an additional 436 shares during the period. Captrust Financial Advisors lifted its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 1.3% in the 2nd quarter. Captrust Financial Advisors now owns 34,454 shares of the company’s stock worth $862,000 after purchasing an additional 438 shares in the last quarter. NFP Retirement Inc. grew its position in Schwab Intermediate-Term U.S. Treasury ETF by 1.2% in the 2nd quarter. NFP Retirement Inc. now owns 39,971 shares of the company’s stock valued at $1,000,000 after purchasing an additional 463 shares during the period. Finally, First County Bank CT increased its stake in Schwab Intermediate-Term U.S. Treasury ETF by 4.9% during the 3rd quarter. First County Bank CT now owns 12,661 shares of the company’s stock valued at $318,000 after purchasing an additional 591 shares in the last quarter.

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

SCHR opened at $25.28 on Thursday. Schwab Intermediate-Term U.S. Treasury ETF has a 1-year low of $24.46 and a 1-year high of $25.35. The company’s fifty day moving average price is $25.10 and its two-hundred day moving average price is $25.13.

Schwab Intermediate-Term U.S. Treasury ETF Increases Dividend

The firm also recently announced a monthly dividend, which was paid on Friday, February 6th. Investors of record on Monday, February 2nd were issued a $0.0876 dividend. The ex-dividend date was Monday, February 2nd. This represents a c) dividend on an annualized basis and a dividend yield of 4.2%. This is a boost from Schwab Intermediate-Term U.S. Treasury ETF’s previous monthly dividend of $0.07.

Schwab Intermediate-Term U.S. Treasury ETF 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.