Moisand Fitzgerald Tamayo LLC Has $81.50 Million Stock Holdings in Schwab Intermediate-Term U.S. Treasury ETF $SCHR

Moisand Fitzgerald Tamayo LLC increased its stake in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 52.5% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,256,103 shares of the company’s stock after purchasing an additional 1,120,524 shares during the period. Schwab Intermediate-Term U.S. Treasury ETF accounts for 10.3% of Moisand Fitzgerald Tamayo LLC’s portfolio, making the stock its 2nd largest position. Moisand Fitzgerald Tamayo LLC owned approximately 0.74% of Schwab Intermediate-Term U.S. Treasury ETF worth $81,500,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently bought and sold shares of SCHR. Charles Schwab Investment Management Inc. raised its position in shares of Schwab Intermediate-Term U.S. Treasury ETF by 1.0% during the first quarter. Charles Schwab Investment Management Inc. now owns 219,369,491 shares of the company’s stock worth $5,453,526,000 after purchasing an additional 2,171,605 shares during the period. Royal Bank of Canada boosted its holdings in Schwab Intermediate-Term U.S. Treasury ETF by 16.5% during the first quarter. Royal Bank of Canada now owns 18,570,658 shares of the company’s stock valued at $461,667,000 after acquiring an additional 2,633,732 shares during the period. Ameriprise Financial Inc. increased its position in Schwab Intermediate-Term U.S. Treasury ETF by 3.4% during the first quarter. Ameriprise Financial Inc. now owns 13,106,916 shares of the company’s stock worth $325,846,000 after acquiring an additional 431,781 shares during the period. Cornerstone Wealth Advisors Inc. increased its position in shares of Schwab Intermediate-Term U.S. Treasury ETF by 3.4% during the first quarter. Cornerstone Wealth Advisors Inc. now owns 3,421,646 shares of the company’s stock valued at $85,062,000 after purchasing an additional 114,050 shares during the period. Finally, Envestnet Asset Management Inc. boosted its holdings in Schwab Intermediate-Term U.S. Treasury ETF by 22.0% during the first quarter. Envestnet Asset Management Inc. now owns 2,713,127 shares of the company’s stock valued at $67,448,000 after purchasing an additional 490,045 shares in the last quarter.

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

Shares of SCHR stock opened at $25.07 on Friday. The stock’s fifty day moving average is $25.04 and its 200-day moving average is $24.86. Schwab Intermediate-Term U.S. Treasury ETF has a 52 week low of $24.04 and a 52 week high of $25.38.

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.