Schwab Intermediate-Term U.S. Treasury ETF (SCHR) Stake Increased by BerganKDV Wealth Management LLC

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BerganKDV Wealth Management LLC grew its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 2.3% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 572,417 shares of the company’s stock after acquiring an additional 13,077 shares during the quarter. Schwab Intermediate-Term U.S. Treasury ETF comprises 6.3% of BerganKDV Wealth Management LLC’s investment portfolio, making the stock its 2nd largest position. BerganKDV Wealth Management LLC’s holdings in Schwab Intermediate-Term U.S. Treasury ETF were worth $30,785,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Tradewinds Capital Management LLC bought a new stake in shares of Schwab Intermediate-Term U.S. Treasury ETF during the 1st quarter valued at about $28,759,000. BCJ Capital Management LLC bought a new stake in shares of Schwab Intermediate-Term U.S. Treasury ETF during the 4th quarter valued at about $10,612,000. Captrust Financial Advisors boosted its position in shares of Schwab Intermediate-Term U.S. Treasury ETF by 520.6% during the 4th quarter. Captrust Financial Advisors now owns 88,761 shares of the company’s stock valued at $4,700,000 after acquiring an additional 74,459 shares during the last quarter. Madison Investment Holdings Inc. boosted its position in shares of Schwab Intermediate-Term U.S. Treasury ETF by 29.1% during the 4th quarter. Madison Investment Holdings Inc. now owns 2,256,616 shares of the company’s stock valued at $119,488,000 after acquiring an additional 508,763 shares during the last quarter. Finally, NEXT Financial Group Inc bought a new stake in shares of Schwab Intermediate-Term U.S. Treasury ETF during the 4th quarter valued at about $117,000.

Shares of SCHR opened at $54.03 on Friday. Schwab Intermediate-Term U.S. Treasury ETF has a 12-month low of $51.31 and a 12-month high of $53.96.

The company also recently disclosed a monthly dividend, which was paid on Tuesday, May 7th. Investors of record on Thursday, May 2nd were issued a dividend of $0.1075 per share. The ex-dividend date of this dividend was Wednesday, May 1st. This represents a $1.29 dividend on an annualized basis and a dividend yield of 2.39%.

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Want to see what other hedge funds are holding SCHR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR).

Institutional Ownership by Quarter for Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR)

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