BerganKDV Wealth Management LLC Raises Stake in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR)

BerganKDV Wealth Management LLC raised its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHRGet Rating) by 2.3% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,110,934 shares of the company’s stock after acquiring an additional 24,866 shares during the period. Schwab Intermediate-Term U.S. Treasury ETF comprises approximately 6.3% of BerganKDV Wealth Management LLC’s investment portfolio, making the stock its largest holding. BerganKDV Wealth Management LLC owned 0.77% of Schwab Intermediate-Term U.S. Treasury ETF worth $59,157,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also bought and sold shares of the company. Charles Schwab Investment Advisory Inc. boosted its position in shares of Schwab Intermediate-Term U.S. Treasury ETF by 6.2% during the 4th quarter. Charles Schwab Investment Advisory Inc. now owns 12,797,512 shares of the company’s stock valued at $718,452,000 after acquiring an additional 748,098 shares during the last quarter. Stifel Financial Corp lifted its position in Schwab Intermediate-Term U.S. Treasury ETF by 4.9% in the fourth quarter. Stifel Financial Corp now owns 1,550,784 shares of the company’s stock valued at $87,062,000 after purchasing an additional 72,269 shares during the last quarter. Madison Asset Management LLC lifted its position in Schwab Intermediate-Term U.S. Treasury ETF by 1.5% in the fourth quarter. Madison Asset Management LLC now owns 901,217 shares of the company’s stock valued at $50,594,000 after purchasing an additional 13,469 shares during the last quarter. Your Advocates Ltd. LLP lifted its position in Schwab Intermediate-Term U.S. Treasury ETF by 8.5% in the first quarter. Your Advocates Ltd. LLP now owns 817,695 shares of the company’s stock valued at $43,542,000 after purchasing an additional 64,325 shares during the last quarter. Finally, Wealth Enhancement Advisory Services LLC lifted its position in Schwab Intermediate-Term U.S. Treasury ETF by 4.3% in the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 698,606 shares of the company’s stock valued at $38,528,000 after purchasing an additional 28,835 shares during the last quarter.

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

SCHR stock traded down $0.56 during midday trading on Friday, hitting $51.78. The company had a trading volume of 1,529,758 shares, compared to its average volume of 1,865,531. Schwab Intermediate-Term U.S. Treasury ETF has a 52 week low of $50.01 and a 52 week high of $57.43. The stock’s 50 day moving average price is $51.54 and its 200 day moving average price is $52.73.

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Institutional Ownership by Quarter for Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR)

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