Schwab Intermediate-Term U.S. Treasury ETF (SCHR)
Schwab Intermediate-Term U.S. Treasury ETF $SCHR Stock Position Lowered by Cwm LLC
Cwm LLC decreased its position in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 28.8% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 179,917 shares of the company's stock after selling 72,852 shares during the quarter. Cwm
Savvy Advisors Inc. Purchases 32,987 Shares of Schwab Intermediate-Term U.S. Treasury ETF $SCHR
Savvy Advisors Inc. boosted its position in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 24.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 166,952 shares of the company's stock after acquiring an additional 32,987 shares during the
245,140 Shares in Schwab Intermediate-Term U.S. Treasury ETF $SCHR Acquired by Dock Street Asset Management Inc.
Dock Street Asset Management Inc. purchased a new position in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 245,140 shares of the company's stock, valued at approximately $6,148,000. Schwab Intermediate-Term U.S. Treasury ETF
Foundation Wealth Management LLC PA Has $10.61 Million Stock Position in Schwab Intermediate-Term U.S. Treasury ETF $SCHR
Foundation Wealth Management LLC PA grew its holdings in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 21.9% in the undefined quarter, according to the company in its most recent filing with the SEC. The firm owned 423,222 shares of the company's stock after buying an additional 76,030 shares during the quarter. Schwab
SCHR: At Least Avoiding Credit Pressures From Oil-Led Reinflation
The Schwab Intermediate-Term U.S. Treasury ETF faces heightened duration risk amid inflationary pressures from ongoing geopolitical conflict. SCHR's nearly 5-year duration makes it highly sensitive to shifts in US yield curve, with recent 0.4% YTM uptick causing a 2% price drawdown. Fed rate cuts are off the table while oil logistics remain disrupted, sustaining a 'higher for longer' rates environment and pressuring intermediate Treasuries.
104,229 Shares in Schwab Intermediate-Term U.S. Treasury ETF $SCHR Acquired by Empirical Asset Management LLC
Empirical Asset Management LLC bought a new position in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) in the third quarter, according to the company in its most recent disclosure with the SEC. The fund bought 104,229 shares of the company's stock, valued at approximately $2,619,000. Other hedge funds have also added to or
Belpointe Asset Management LLC Raises Stock Holdings in Schwab Intermediate-Term U.S. Treasury ETF $SCHR
Belpointe Asset Management LLC grew its stake in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 162.4% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 48,033 shares of the company's stock after acquiring an additional 29,728 shares during the period. Belpointe Asset Management LLC's
Inspire Advisors LLC Has $5.37 Million Holdings in Schwab Intermediate-Term U.S. Treasury ETF $SCHR
Inspire Advisors LLC increased its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 14.6% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 213,789 shares of the company's stock after acquiring an additional 27,246 shares during
Schwab Intermediate-Term U.S. Treasury ETF $SCHR Shares Acquired by Attessa Capital LLC
Attessa Capital LLC raised its position in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 6.0% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 397,915 shares of the company's stock after buying an additional 22,684 shares during the period. Schwab Intermediate-Term U.S.
Ethos Financial Group LLC Acquires 29,469 Shares of Schwab Intermediate-Term U.S. Treasury ETF $SCHR
Ethos Financial Group LLC boosted its holdings in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 165.2% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 47,308 shares of the company's stock after acquiring an additional 29,469 shares during the
Cerity Partners LLC Increases Stake in Schwab Intermediate-Term U.S. Treasury ETF $SCHR
Cerity Partners LLC increased its holdings in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 74.6% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,888,291 shares of the company's stock after purchasing an additional 1,233,971 shares during the
Dynamic Advisor Solutions LLC Sells 59,611 Shares of Schwab Intermediate-Term U.S. Treasury ETF $SCHR
Dynamic Advisor Solutions LLC cut its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 34.2% during the undefined quarter, according to its most recent Form 13F filing with the SEC. The firm owned 114,564 shares of the company's stock after selling 59,611 shares during the period. Dynamic Advisor Solutions
Fermata Advisors LLC Has $2.98 Million Stock Position in Schwab Intermediate-Term U.S. Treasury ETF $SCHR
Fermata Advisors LLC increased its position in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 52.3% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 118,472 shares of the company's stock after buying an additional 40,703 shares during
Archer Investment Management LLC Has $14.66 Million Position in Schwab Intermediate-Term U.S. Treasury ETF $SCHR
Archer Investment Management LLC trimmed its position in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 16.1% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 583,202 shares of the company's stock after selling 111,891 shares during the period. Schwab Intermediate-Term U.S. Treasury ETF comprises
SCHR: For Investors Tired Of Cash And Scared Of Duration
The Schwab Intermediate-Term U.S. Treasury ETF (SCHR) offers exposure to intermediate-term Treasuries with a low 0.03% expense ratio and $12.34 billion AUM. SCHR's historical performance reflects shifts in Fed policy, with sharp gains during rate cuts and declines during aggressive rate hikes, notably in 2022. Recently, SCHR benefited from a shift in risk from inflation to labor market concerns, outpacing short and long-term maturity peers.
SCHR: Treasuries With Medium Duration
SCHR offers low-cost, passive exposure to intermediate-term U.S. Treasuries, tracking the Bloomberg 3–10 Year Index with minimal tracking error and high liquidity. Current macro indicators show a 92% probability of rate cuts, favoring the fund's 3–10 year maturity focus for price appreciation and yield capture. Yield curve analysis reveals the 'belly' remains relatively expensive, but gradual rate cuts and controlled inflation support continued relative outperformance for SCHR.
SCHR: Efficient ETF For Getting A 5-Year Duration
SCHR offers a compelling low expense ratio versus peers, making it a preferred choice for intermediate Treasury exposure over alternatives like IEI. Current inflation expectations outside the UMich survey are moderate, with declining oil prices helping keep inflation in check and limiting the risks for duration bets. Despite positives, I maintain a Hold rating on SCHR as the economy doesn't urgently require rate cuts and trade negotiations still create uncertainty.
SCHR: Low Fees For Intermediate-Term Exposure
SCHR offers a 4.48% SEC 30-day yield, which is close to the 10-year Treasury rate of 4.64%. It targets 3- to 10-year Treasury bonds, providing moderate interest rate risk and volatility, with a weighted average maturity of 5.6 years. Current economic indicators suggest a resilient labor market, reducing the likelihood of imminent interest rate cuts.
SCHR: Election Outcome Is Bearish For Duration
Schwab Intermediate-Term U.S. Treasury ETF has a 5-year duration, making it sensitive to rate changes, where the yield curve is on the rise. Inflationary pressures from Trump's policies, including tariffs and policy around illegal immigrants, could hinder disinflation and affect rate-cut expectations. Wage growth and inflation expectations as of the last measurement were already too high to be able to support serious disinflation without oil price declines.
SCHR: Possible Upside Potential As Inflation Is Likely Already Under Control
SCHR has been range bound since 2023 with a low expense ratio and yield to maturity of 4.3%. Fund price has a strong inverse correlation to inflation and Fed fund rate, potential for capital appreciation. SCHR has limited downside risk in a possible recession, historically resilient in economic downturns, recommended as a buy.