Envestnet Portfolio Solutions Inc. Has $1.69 Million Holdings in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR)

Envestnet Portfolio Solutions Inc. grew its holdings in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 60.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 69,374 shares of the company’s stock after buying an additional 26,152 shares during the period. Envestnet Portfolio Solutions Inc.’s holdings in Schwab Intermediate-Term U.S. Treasury ETF were worth $1,685,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in SCHR. Alternative Investment Advisors LLC. boosted its position in Schwab Intermediate-Term U.S. Treasury ETF by 772.4% during the third quarter. Alternative Investment Advisors LLC. now owns 41,649 shares of the company’s stock worth $2,107,000 after purchasing an additional 36,875 shares during the period. Independent Solutions Wealth Management LLC lifted its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 10.9% during the 3rd quarter. Independent Solutions Wealth Management LLC now owns 124,606 shares of the company’s stock worth $6,305,000 after buying an additional 12,261 shares during the last quarter. Franklin Resources Inc. boosted its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 1.3% during the 3rd quarter. Franklin Resources Inc. now owns 217,590 shares of the company’s stock worth $11,010,000 after buying an additional 2,712 shares during the period. Rede Wealth LLC grew its stake in Schwab Intermediate-Term U.S. Treasury ETF by 117.7% in the 4th quarter. Rede Wealth LLC now owns 35,473 shares of the company’s stock valued at $862,000 after buying an additional 19,177 shares during the last quarter. Finally, Atria Wealth Solutions Inc. grew its stake in Schwab Intermediate-Term U.S. Treasury ETF by 106.7% in the 4th quarter. Atria Wealth Solutions Inc. now owns 31,404 shares of the company’s stock valued at $763,000 after buying an additional 16,214 shares during the last quarter.

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

Shares of SCHR stock opened at $24.77 on Friday. Schwab Intermediate-Term U.S. Treasury ETF has a 12-month low of $23.89 and a 12-month high of $25.47. The firm has a 50 day moving average price of $24.48 and a two-hundred day moving average price of $24.64.

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.