Advocate Group LLC boosted its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 117.7% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 248,464 shares of the company’s stock after buying an additional 134,333 shares during the period. Advocate Group LLC owned approximately 0.15% of Schwab Intermediate-Term U.S. Treasury ETF worth $6,035,000 as of its most recent SEC filing.
Other large investors also recently added to or reduced their stakes in the company. Alternative Investment Advisors LLC. boosted its stake in Schwab Intermediate-Term U.S. Treasury ETF by 772.4% during the third quarter. Alternative Investment Advisors LLC. now owns 41,649 shares of the company’s stock valued at $2,107,000 after buying an additional 36,875 shares during the period. Independent Solutions Wealth Management LLC lifted its stake in Schwab Intermediate-Term U.S. Treasury ETF by 10.9% during the third quarter. Independent Solutions Wealth Management LLC now owns 124,606 shares of the company’s stock worth $6,305,000 after purchasing an additional 12,261 shares during the last quarter. Franklin Resources Inc. lifted its stake in Schwab Intermediate-Term U.S. Treasury ETF by 1.3% during the third quarter. Franklin Resources Inc. now owns 217,590 shares of the company’s stock worth $11,010,000 after purchasing an additional 2,712 shares during the last quarter. Passive Capital Management LLC. lifted its stake in Schwab Intermediate-Term U.S. Treasury ETF by 0.9% during the second quarter. Passive Capital Management LLC. now owns 79,590 shares of the company’s stock worth $3,882,000 after purchasing an additional 686 shares during the last quarter. Finally, Beacon Wealthcare LLC lifted its stake in Schwab Intermediate-Term U.S. Treasury ETF by 110.2% during the fourth quarter. Beacon Wealthcare LLC now owns 1,112,228 shares of the company’s stock worth $27,016,000 after purchasing an additional 583,225 shares during the last quarter.
Schwab Intermediate-Term U.S. Treasury ETF Stock Up 0.2 %
Shares of SCHR stock opened at $24.31 on Friday. Schwab Intermediate-Term U.S. Treasury ETF has a 12-month low of $23.89 and a 12-month high of $25.47. The business has a 50-day moving average price of $24.38 and a two-hundred day moving average price of $24.74.
Schwab Intermediate-Term U.S. Treasury ETF 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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