Savvy Advisors Inc. Boosts Stake in Schwab Intermediate-Term U.S. Treasury ETF $SCHR

Posted by ABMN Staff on Apr 5th, 2026

Savvy Advisors Inc. lifted its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 24.6% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 166,952 shares of the company’s stock after purchasing an additional 32,987 shares during the quarter. Savvy Advisors Inc.’s holdings in Schwab Intermediate-Term U.S. Treasury ETF were worth $4,187,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently made changes to their positions in the stock. Cerity Partners LLC increased its position in shares of Schwab Intermediate-Term U.S. Treasury ETF by 9,015.7% in the 2nd quarter. Cerity Partners LLC now owns 1,654,320 shares of the company’s stock valued at $41,408,000 after acquiring an additional 1,636,172 shares during the period. Ameriprise Financial Inc. lifted its position in Schwab Intermediate-Term U.S. Treasury ETF by 11.9% during the 3rd quarter. Ameriprise Financial Inc. now owns 13,681,648 shares of the company’s stock worth $343,724,000 after acquiring an additional 1,449,980 shares during the period. Exchange Traded Concepts LLC grew its stake in Schwab Intermediate-Term U.S. Treasury ETF by 46.6% during the 4th quarter. Exchange Traded Concepts LLC now owns 4,029,634 shares of the company’s stock valued at $101,063,000 after purchasing an additional 1,280,247 shares during the last quarter. Envestnet Asset Management Inc. grew its stake in Schwab Intermediate-Term U.S. Treasury ETF by 44.9% during the 3rd quarter. Envestnet Asset Management Inc. now owns 3,636,388 shares of the company’s stock valued at $91,382,000 after purchasing an additional 1,126,405 shares during the last quarter. Finally, Crane Advisory LLC increased its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 54.0% in the fourth quarter. Crane Advisory LLC now owns 2,783,217 shares of the company’s stock valued at $69,775,000 after purchasing an additional 976,360 shares during the period.

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

Shares of NYSEARCA:SCHR opened at $24.85 on Friday. The business has a 50-day moving average price of $25.05 and a 200-day moving average price of $25.11. Schwab Intermediate-Term U.S. Treasury ETF has a 52-week low of $24.46 and a 52-week high of $25.42.

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

The business also recently announced a monthly dividend, which was paid on Friday, March 6th. Investors of record on Monday, March 2nd were issued a dividend of $0.0746 per share. This represents a c) annualized dividend and a yield of 3.6%. The ex-dividend date of this dividend was Monday, March 2nd.

About Schwab Intermediate-Term U.S. Treasury ETF

(Free Report)

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.