Schwab Intermediate-Term U.S. Treasury ETF $SCHR is Downshift Financial LLC’s 5th Largest Position

Downshift Financial LLC lifted its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 24.5% during the first quarter, Holdings Channel reports. The fund owned 678,481 shares of the company’s stock after purchasing an additional 133,657 shares during the quarter. Schwab Intermediate-Term U.S. Treasury ETF accounts for 8.2% of Downshift Financial LLC’s investment portfolio, making the stock its 5th largest holding. Downshift Financial LLC’s holdings in Schwab Intermediate-Term U.S. Treasury ETF were worth $16,867,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Savvy Advisors Inc. grew its position in shares of Schwab Intermediate-Term U.S. Treasury ETF by 24.6% during the fourth quarter. Savvy Advisors Inc. now owns 166,952 shares of the company’s stock worth $4,187,000 after buying an additional 32,987 shares in the last quarter. Advocate Group LLC raised its holdings in Schwab Intermediate-Term U.S. Treasury ETF by 20.5% in the fourth quarter. Advocate Group LLC now owns 405,405 shares of the company’s stock valued at $10,168,000 after acquiring an additional 69,007 shares in the last quarter. WorthPointe LLC raised its holdings in Schwab Intermediate-Term U.S. Treasury ETF by 894.3% in the fourth quarter. WorthPointe LLC now owns 459,503 shares of the company’s stock valued at $11,524,000 after acquiring an additional 413,291 shares in the last quarter. Park Avenue Securities LLC boosted its stake in Schwab Intermediate-Term U.S. Treasury ETF by 28.1% during the 4th quarter. Park Avenue Securities LLC now owns 105,150 shares of the company’s stock valued at $2,637,000 after acquiring an additional 23,065 shares during the last quarter. Finally, Midwest Trust Co boosted its stake in Schwab Intermediate-Term U.S. Treasury ETF by 7.3% during the 4th quarter. Midwest Trust Co now owns 960,038 shares of the company’s stock valued at $24,078,000 after acquiring an additional 65,660 shares during the last quarter.

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

Shares of SCHR stock opened at $24.57 on Tuesday. Schwab Intermediate-Term U.S. Treasury ETF has a 1-year low of $24.42 and a 1-year high of $25.42. The firm has a fifty day moving average of $24.64 and a two-hundred day moving average of $24.90.

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.