Schwab Intermediate-Term U.S. Treasury ETF $SCHR is Stokes Family Office LLC’s 5th Largest Position

Stokes Family Office LLC lessened its stake in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 3.8% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,133,415 shares of the company’s stock after selling 44,414 shares during the period. Schwab Intermediate-Term U.S. Treasury ETF comprises about 3.0% of Stokes Family Office LLC’s investment portfolio, making the stock its 5th largest position. Stokes Family Office LLC owned approximately 0.26% of Schwab Intermediate-Term U.S. Treasury ETF worth $28,369,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Royal Bank of Canada grew its stake in Schwab Intermediate-Term U.S. Treasury ETF by 16.5% in the first quarter. Royal Bank of Canada now owns 18,570,658 shares of the company’s stock worth $461,667,000 after purchasing an additional 2,633,732 shares in the last quarter. Charles Schwab Investment Management Inc. lifted its holdings in Schwab Intermediate-Term U.S. Treasury ETF by 1.0% during the 1st quarter. Charles Schwab Investment Management Inc. now owns 219,369,491 shares of the company’s stock worth $5,453,526,000 after buying an additional 2,171,605 shares during the last quarter. Exchange Traded Concepts LLC bought a new position in Schwab Intermediate-Term U.S. Treasury ETF during the 2nd quarter worth approximately $43,567,000. Assetmark Inc. grew its position in shares of Schwab Intermediate-Term U.S. Treasury ETF by 8,087.1% in the 1st quarter. Assetmark Inc. now owns 1,544,000 shares of the company’s stock worth $38,384,000 after acquiring an additional 1,525,141 shares in the last quarter. Finally, Moisand Fitzgerald Tamayo LLC increased its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 52.5% in the 2nd quarter. Moisand Fitzgerald Tamayo LLC now owns 3,256,103 shares of the company’s stock valued at $81,500,000 after acquiring an additional 1,120,524 shares during the last quarter.

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

Shares of SCHR opened at $25.14 on Friday. The business’s fifty day moving average price is $25.18 and its 200 day moving average price is $24.95. Schwab Intermediate-Term U.S. Treasury ETF has a 12-month low of $24.04 and a 12-month high of $25.35.

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.