Simplicity Wealth LLC Lowers Stake in Schwab Intermediate-Term U.S. Treasury ETF $SCHR

Simplicity Wealth LLC lowered its position in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 71.6% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 12,458 shares of the company’s stock after selling 31,424 shares during the quarter. Simplicity Wealth LLC’s holdings in Schwab Intermediate-Term U.S. Treasury ETF were worth $310,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Kestra Advisory Services LLC increased its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 2.6% during the 1st quarter. Kestra Advisory Services LLC now owns 242,418 shares of the company’s stock valued at $6,039,000 after acquiring an additional 6,106 shares during the last quarter. Your Advocates Ltd. LLP boosted its position in shares of Schwab Intermediate-Term U.S. Treasury ETF by 15.1% in the first quarter. Your Advocates Ltd. LLP now owns 1,002,894 shares of the company’s stock worth $24,982,000 after acquiring an additional 131,664 shares during the last quarter. Nicholas Hoffman & Company LLC. purchased a new stake in Schwab Intermediate-Term U.S. Treasury ETF in the first quarter valued at approximately $208,000. Resonant Capital Advisors LLC grew its holdings in Schwab Intermediate-Term U.S. Treasury ETF by 4.7% in the first quarter. Resonant Capital Advisors LLC now owns 3,001,765 shares of the company’s stock valued at $74,774,000 after purchasing an additional 134,150 shares during the period. Finally, Downshift Financial LLC increased its position in Schwab Intermediate-Term U.S. Treasury ETF by 24.5% during the first quarter. Downshift Financial LLC now owns 678,481 shares of the company’s stock worth $16,867,000 after purchasing an additional 133,657 shares during the last quarter.

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

SCHR stock opened at $24.49 on Wednesday. The business has a fifty day simple moving average of $24.60 and a 200-day simple moving average of $24.87. Schwab Intermediate-Term U.S. Treasury ETF has a 52 week low of $24.42 and a 52 week high of $25.42.

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.