Schwab Intermediate-Term U.S. Treasury ETF $SCHR Stock: RCS Financial Planning LLC Boosts Holdings

RCS Financial Planning LLC increased its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 619.0% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 252,914 shares of the company’s stock after buying an additional 217,740 shares during the period. Schwab Intermediate-Term U.S. Treasury ETF comprises approximately 3.3% of RCS Financial Planning LLC’s portfolio, making the stock its 7th largest position. RCS Financial Planning LLC’s holdings in Schwab Intermediate-Term U.S. Treasury ETF were worth $5,994,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in the business. Asset Allocation Strategies LLC raised its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 3.8% during the first quarter. Asset Allocation Strategies LLC now owns 11,589 shares of the company’s stock valued at $289,000 after acquiring an additional 419 shares during the last quarter. Asset Dedication LLC lifted its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 52.7% during the first quarter. Asset Dedication LLC now owns 1,472 shares of the company’s stock worth $37,000 after purchasing an additional 508 shares during the period. Asset Management Group Inc. lifted its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 1.2% during the fourth quarter. Asset Management Group Inc. now owns 49,049 shares of the company’s stock worth $1,230,000 after purchasing an additional 560 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 2.6% during the first quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 22,879 shares of the company’s stock worth $570,000 after purchasing an additional 577 shares during the period. Finally, Verus Capital Partners LLC grew its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 6.3% in the first quarter. Verus Capital Partners LLC now owns 10,102 shares of the company’s stock worth $252,000 after purchasing an additional 597 shares during the last quarter.

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

NYSEARCA SCHR traded up $0.01 on Wednesday, reaching $23.75. The company had a trading volume of 2,824,755 shares, compared to its average volume of 2,974,520. Schwab Intermediate-Term U.S. Treasury ETF has a fifty-two week low of $23.57 and a fifty-two week high of $25.42. The business has a 50 day moving average of $24.10 and a two-hundred day moving average of $24.46.

About Schwab Intermediate-Term U.S. Treasury ETF

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.