Independent Solutions Wealth Management LLC Has $5.30 Million Stock Holdings in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR)

Independent Solutions Wealth Management LLC boosted its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 75.2% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 218,323 shares of the company’s stock after buying an additional 93,717 shares during the period. Schwab Intermediate-Term U.S. Treasury ETF makes up approximately 1.2% of Independent Solutions Wealth Management LLC’s holdings, making the stock its 23rd biggest holding. Independent Solutions Wealth Management LLC owned 0.13% of Schwab Intermediate-Term U.S. Treasury ETF worth $5,303,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Moors & Cabot Inc. lifted its position in Schwab Intermediate-Term U.S. Treasury ETF by 9.0% in the 3rd quarter. Moors & Cabot Inc. now owns 17,760 shares of the company’s stock valued at $899,000 after acquiring an additional 1,464 shares in the last quarter. Charles Schwab Investment Management Inc. raised its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 29.4% in the 3rd quarter. Charles Schwab Investment Management Inc. now owns 107,666,399 shares of the company’s stock valued at $5,447,920,000 after purchasing an additional 24,494,209 shares during the period. AlphaCore Capital LLC lifted its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 540.9% in the third quarter. AlphaCore Capital LLC now owns 564 shares of the company’s stock valued at $29,000 after purchasing an additional 476 shares in the last quarter. Alesco Advisors LLC boosted its position in shares of Schwab Intermediate-Term U.S. Treasury ETF by 6.8% during the third quarter. Alesco Advisors LLC now owns 12,025 shares of the company’s stock worth $608,000 after buying an additional 765 shares during the period. Finally, Bank of Montreal Can grew its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 710.6% during the third quarter. Bank of Montreal Can now owns 1,260,228 shares of the company’s stock worth $63,919,000 after buying an additional 1,104,765 shares in the last quarter.

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

Shares of Schwab Intermediate-Term U.S. Treasury ETF stock opened at $24.79 on Friday. Schwab Intermediate-Term U.S. Treasury ETF has a 52-week low of $23.89 and a 52-week high of $25.47. The business’s 50 day simple moving average is $24.47 and its 200 day simple moving average is $24.64.

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.