

Fifth Third Securities Inc. purchased a new position in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 87,099 shares of the company's stock, valued at approximately $2,064,000. Other hedge funds have also recently made


Fermata Advisors LLC lifted its holdings in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 29.9% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 186,303 shares of the company's stock after buying an additional 42,932 shares during the

An all-stock portfolio worth $1.2 million has a strong track record, but at that size the portfolio's job quietly shifts. Three bond ETFs can add stability without touching the equities driving your growth.



Bond ETFs can be a safer alternative to stocks during market volatility. Another appeal is their potential to protect against inflation.

The Schwab Intermediate-Term US Treasury ETF offers a competitive 0.03% expense ratio and tracks 3-10 year Treasuries with a nearly 5-year duration. Affirmed Fed hawkishness, persistent inflation, and geopolitical uncertainty is rightly impacting the yield curve with upward YTM movements, threatening this duration. AI investment both in the immediate and longer-term is felt unfavorably by this duration as well.