Kelly Financial Services LLC Has $8.13 Million Stock Holdings in Schwab Intermediate-Term U.S. Treasury ETF $SCHR

Posted by Grant Hamersma on Mar 27th, 2026

Kelly Financial Services LLC boosted its stake in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 19.8% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 324,019 shares of the company’s stock after buying an additional 53,600 shares during the quarter. Schwab Intermediate-Term U.S. Treasury ETF makes up about 2.0% of Kelly Financial Services LLC’s holdings, making the stock its 18th biggest position. Kelly Financial Services LLC owned approximately 0.07% of Schwab Intermediate-Term U.S. Treasury ETF worth $8,126,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently modified their holdings of SCHR. Venture Visionary Partners LLC grew its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 0.9% during the 3rd quarter. Venture Visionary Partners LLC now owns 45,897 shares of the company’s stock valued at $1,153,000 after acquiring an additional 417 shares in the last quarter. Captrust Financial Advisors increased its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 1.3% in the second quarter. Captrust Financial Advisors now owns 34,454 shares of the company’s stock worth $862,000 after acquiring an additional 438 shares during the last quarter. Note Advisors LLC raised its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 3.1% during the third quarter. Note Advisors LLC now owns 14,968 shares of the company’s stock worth $376,000 after acquiring an additional 450 shares in the last quarter. MAI Capital Management raised its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 8.8% during the third quarter. MAI Capital Management now owns 6,078 shares of the company’s stock worth $153,000 after acquiring an additional 492 shares in the last quarter. Finally, US Bancorp DE boosted its position in Schwab Intermediate-Term U.S. Treasury ETF by 7.9% during the third quarter. US Bancorp DE now owns 7,786 shares of the company’s stock valued at $196,000 after purchasing an additional 569 shares during the last quarter.

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

Shares of NYSEARCA SCHR opened at $24.72 on Friday. The business’s 50-day moving average price is $25.07 and its two-hundred day moving average price is $25.13. Schwab Intermediate-Term U.S. Treasury ETF has a one year low of $24.46 and a one year high of $25.42.

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

The company also recently declared a monthly dividend, which was paid on Friday, March 6th. Stockholders of record on Monday, March 2nd were issued a dividend of $0.0746 per share. This represents a c) annualized dividend and a dividend yield of 3.6%. The ex-dividend date was Monday, March 2nd.

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

(Free Report)

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.