Spire Wealth Management increased its holdings in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 94.5% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 123,103 shares of the company’s stock after buying an additional 59,804 shares during the period. Spire Wealth Management owned 0.07% of Schwab Intermediate-Term U.S. Treasury ETF worth $2,990,000 as of its most recent SEC filing.
Other large investors also recently added to or reduced their stakes in the company. Kennebec Savings Bank bought a new stake in shares of Schwab Intermediate-Term U.S. Treasury ETF during the 3rd quarter valued at about $25,000. AlphaCore Capital LLC lifted its position in 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 purchasing an additional 476 shares during the last quarter. Richard W. Paul & Associates LLC purchased a new position in Schwab Intermediate-Term U.S. Treasury ETF in the 3rd quarter worth approximately $44,000. MCF Advisors LLC raised its position in shares of Schwab Intermediate-Term U.S. Treasury ETF by 100.4% during the 4th quarter. MCF Advisors LLC now owns 1,066 shares of the company’s stock valued at $26,000 after buying an additional 534 shares in the last quarter. Finally, 1620 Investment Advisors Inc. lifted its holdings in shares of 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 acquiring an additional 855 shares during the last quarter.
Schwab Intermediate-Term U.S. Treasury ETF Price Performance
SCHR opened at $24.41 on Monday. The business’s fifty day simple moving average is $24.38 and its 200 day simple moving average is $24.73. Schwab Intermediate-Term U.S. Treasury ETF has a 52 week low of $23.89 and a 52 week high of $25.47.
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.
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