Kathmere Capital Management LLC trimmed its position in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 12.4% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 524,658 shares of the company’s stock after selling 74,358 shares during the period. Schwab Intermediate-Term U.S. Treasury ETF comprises about 0.8% of Kathmere Capital Management LLC’s portfolio, making the stock its 27th biggest position. Kathmere Capital Management LLC owned 0.10% of Schwab Intermediate-Term U.S. Treasury ETF worth $13,069,000 at the end of the most recent reporting period.
Several other hedge funds have also recently added to or reduced their stakes in the company. Ascentis Independent Advisors acquired a new position in Schwab Intermediate-Term U.S. Treasury ETF during the 1st quarter worth approximately $177,000. Walkner Condon Financial Advisors LLC raised its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 4.4% in the 1st quarter. Walkner Condon Financial Advisors LLC now owns 452,423 shares of the company’s stock valued at $11,267,000 after purchasing an additional 19,192 shares in the last quarter. NBT Bank N A NY raised its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 5,316.0% in the 1st quarter. NBT Bank N A NY now owns 1,354 shares of the company’s stock valued at $34,000 after purchasing an additional 1,329 shares in the last quarter. Portland Financial Advisors Inc raised its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 53.8% in the 1st quarter. Portland Financial Advisors Inc now owns 25,885 shares of the company’s stock valued at $645,000 after purchasing an additional 9,051 shares in the last quarter. Finally, World Investment Advisors lifted its position in shares of Schwab Intermediate-Term U.S. Treasury ETF by 11.1% during the 1st quarter. World Investment Advisors now owns 19,449 shares of the company’s stock worth $484,000 after purchasing an additional 1,945 shares during the last quarter.
Schwab Intermediate-Term U.S. Treasury ETF Stock Performance
Shares of SCHR stock opened at $24.59 on Monday. The firm has a fifty day moving average price of $24.65 and a 200 day moving average price of $24.90. Schwab Intermediate-Term U.S. Treasury ETF has a 12 month low of $24.42 and a 12 month 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.
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