Independent Solutions Wealth Management LLC Increases Holdings in Schwab Intermediate-Term U.S. Treasury ETF

Independent Solutions Wealth Management LLC has increased its investment in the Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 10.9% during the third quarter. This information comes from the company’s latest filing with the Securities and Exchange Commission (SEC). Following this investment, Independent Solutions now holds 124,606 shares of the ETF, having purchased an additional 12,261 shares during the quarter.

The Schwab Intermediate-Term U.S. Treasury ETF is now a significant part of Independent Solutions Wealth Management’s portfolio, accounting for 1.4% of total assets. As of the recent SEC filing, the total value of its holdings in this ETF stands at approximately $6.31 million, making it the 18th largest holding within the firm's portfolio.

In addition to Independent Solutions, other large investors have also been actively buying and selling shares of the Schwab Intermediate-Term U.S. Treasury ETF. For instance, Kennebec Savings Bank acquired a new position in this ETF during the third quarter, investing around $25,000. AlphaCore Capital LLC has notably increased its stake by an impressive 540.9% during the same period, now owning 564 shares worth $29,000 after acquiring 476 additional shares.

Furthermore, Richard W. Paul & Associates LLC also established a new position in the ETF valued at about $44,000. Similarly, Aptus Capital Advisors LLC raised its holdings by 434.8% during the second quarter, now possessing 1,305 shares worth $64,000 after purchasing 1,061 additional shares. Lastly, Headlands Technologies LLC made a new investment in the ETF during the same quarter, worth approximately $98,000.

Current Trading Information for SCHR

Currently, shares of SCHR opened at $24.29. The ETF has experienced fluctuations, with a 1-year low of $23.89 and a 1-year high of $25.47. The average trading performance is evident as the stock shows a 50-day simple moving average of $24.49 and a 200-day simple moving average of $24.77.

Overview of Schwab Intermediate-Term U.S. Treasury ETF

The Schwab Intermediate-Term U.S. Treasury ETF (SCHR) is an exchange-traded fund primarily focused on investment-grade fixed-income securities. It tracks a market-value-weighted index of investment-grade debt issued by the U.S. Treasury, typically with a remaining maturity of 3-10 years. Launched on August 5, 2010, it is managed by Charles Schwab.

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To learn about other hedge funds holding SCHR, you can stay updated on the latest 13F filings and insider trades.

investment, ETF, finance