Diversify Wealth Management LLC raised its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 12.2% during the fourth quarter, HoldingsChannel.com reports. The firm owned 644,446 shares of the company’s stock after buying an additional 69,982 shares during the period. Schwab Intermediate-Term U.S. Treasury ETF accounts for 1.2% of Diversify Wealth Management LLC’s portfolio, making the stock its 14th biggest position. Diversify Wealth Management LLC’s holdings in Schwab Intermediate-Term U.S. Treasury ETF were worth $15,512,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors have also recently made changes to their positions in SCHR. Kennebec Savings Bank acquired a new position in Schwab Intermediate-Term U.S. Treasury ETF during the 3rd quarter valued at about $25,000. AlphaCore Capital LLC increased its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 540.9% during the third quarter. AlphaCore Capital LLC now owns 564 shares of the company’s stock valued at $29,000 after acquiring an additional 476 shares in the last quarter. Richard W. Paul & Associates LLC purchased a new position in shares of Schwab Intermediate-Term U.S. Treasury ETF in the 3rd quarter valued at approximately $44,000. Roble Belko & Company Inc boosted its stake in Schwab Intermediate-Term U.S. Treasury ETF by 178.2% in the 4th quarter. Roble Belko & Company Inc now owns 5,138 shares of the company’s stock worth $125,000 after purchasing an additional 3,291 shares in the last quarter. Finally, 1620 Investment Advisors Inc. grew its position in Schwab Intermediate-Term U.S. Treasury ETF by 45.9% during the 3rd quarter. 1620 Investment Advisors Inc. now owns 2,718 shares of the company’s stock worth $138,000 after purchasing an additional 855 shares during the last quarter.
Schwab Intermediate-Term U.S. Treasury ETF Stock Up 0.0 %
NYSEARCA SCHR opened at $24.30 on Monday. Schwab Intermediate-Term U.S. Treasury ETF has a 12-month low of $23.89 and a 12-month high of $25.47. The company has a fifty day simple moving average of $24.39 and a two-hundred day simple moving average of $24.75.
Schwab Intermediate-Term U.S. Treasury ETF Company Profile
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.
Featured Articles
- Five stocks we like better than Schwab Intermediate-Term U.S. Treasury ETF
- How to Invest in the FAANG Stocks
- Earn High Dividends With 2 Top REITs Set to Perform in 2025
- The Most Important Warren Buffett Stock for Investors: His Own
- Oilfield Leader SLB: An AI Name You Need to Know
- Investing in Travel Stocks Benefits
- Top ETFs That Beat the Market in 2024 and Could Do It Again
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 – Free Report).
Receive News & Ratings for Schwab Intermediate-Term U.S. Treasury ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab Intermediate-Term U.S. Treasury ETF and related companies with MarketBeat.com's FREE daily email newsletter.