Schwab Intermediate-Term U.S. Treasury ETF $SCHR Shares Bought by Advocate Group LLC

Advocate Group LLC raised its position in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 20.5% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 405,405 shares of the company’s stock after purchasing an additional 69,007 shares during the quarter. Schwab Intermediate-Term U.S. Treasury ETF accounts for 1.6% of Advocate Group LLC’s portfolio, making the stock its 19th largest position. Advocate Group LLC owned approximately 0.08% of Schwab Intermediate-Term U.S. Treasury ETF worth $10,168,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Aventura Private Wealth LLC purchased a new position in shares of Schwab Intermediate-Term U.S. Treasury ETF in the fourth quarter worth about $25,000. Asset Dedication LLC purchased a new stake in Schwab Intermediate-Term U.S. Treasury ETF in the third quarter valued at approximately $26,000. Wealth Watch Advisors INC purchased a new stake in Schwab Intermediate-Term U.S. Treasury ETF in the third quarter valued at approximately $28,000. Triumph Capital Management acquired a new position in Schwab Intermediate-Term U.S. Treasury ETF in the 3rd quarter worth approximately $34,000. Finally, GeoWealth Management LLC increased its holdings in Schwab Intermediate-Term U.S. Treasury ETF by 335.9% in the 3rd quarter. GeoWealth Management LLC now owns 1,347 shares of the company’s stock worth $34,000 after buying an additional 1,038 shares during the period.

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

SCHR opened at $24.85 on Friday. Schwab Intermediate-Term U.S. Treasury ETF has a 12-month low of $24.46 and a 12-month high of $25.42. The firm has a 50 day moving average of $25.05 and a two-hundred day moving average of $25.11.

Schwab Intermediate-Term U.S. Treasury ETF Cuts Dividend

The firm also recently disclosed a monthly dividend, which was paid on Friday, March 6th. Stockholders of record on Monday, March 2nd were paid a $0.0746 dividend. The ex-dividend date was Monday, March 2nd. This represents a c) dividend on an annualized basis and a dividend yield of 3.6%.

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.