MilWealth Group LLC Grows Stock Holdings in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR)

MilWealth Group LLC increased its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 108.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 82,884 shares of the company’s stock after purchasing an additional 43,097 shares during the period. Schwab Intermediate-Term U.S. Treasury ETF makes up 0.5% of MilWealth Group LLC’s holdings, making the stock its 14th biggest position. MilWealth Group LLC’s holdings in Schwab Intermediate-Term U.S. Treasury ETF were worth $2,013,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the business. McAdam LLC grew its position in Schwab Intermediate-Term U.S. Treasury ETF by 111.7% during the 4th quarter. McAdam LLC now owns 359,996 shares of the company’s stock worth $8,744,000 after purchasing an additional 189,966 shares during the period. Pacific Sage Partners LLC boosted its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 105.6% in the fourth quarter. Pacific Sage Partners LLC now owns 2,591,654 shares of the company’s stock worth $62,951,000 after buying an additional 1,330,912 shares during the last quarter. Spire Wealth Management grew its holdings in Schwab Intermediate-Term U.S. Treasury ETF by 94.5% during the fourth quarter. Spire Wealth Management now owns 123,103 shares of the company’s stock worth $2,990,000 after acquiring an additional 59,804 shares during the period. SYM FINANCIAL Corp raised its position in Schwab Intermediate-Term U.S. Treasury ETF by 100.1% during the fourth quarter. SYM FINANCIAL Corp now owns 136,277 shares of the company’s stock valued at $3,310,000 after acquiring an additional 68,175 shares in the last quarter. Finally, DAVENPORT & Co LLC lifted its holdings in Schwab Intermediate-Term U.S. Treasury ETF by 110.5% in the fourth quarter. DAVENPORT & Co LLC now owns 876,247 shares of the company’s stock valued at $21,284,000 after acquiring an additional 460,070 shares during the period.

Schwab Intermediate-Term U.S. Treasury ETF Stock Down 0.1 %

Shares of NYSEARCA SCHR opened at $24.41 on Monday. The firm’s 50 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 12 month low of $23.89 and a 12 month 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.