Foundation Wealth Management LLC PA Makes New Investment in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR)

Foundation Wealth Management LLC PA purchased a new stake in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) in the fourth quarter, according to its most recent filing with the SEC. The fund purchased 234,578 shares of the company’s stock, valued at approximately $5,698,000. Schwab Intermediate-Term U.S. Treasury ETF comprises 2.8% of Foundation Wealth Management LLC PA’s portfolio, making the stock its 12th biggest position. Foundation Wealth Management LLC PA owned approximately 0.14% of Schwab Intermediate-Term U.S. Treasury ETF as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Hardin Capital Partners LLC increased its stake in Schwab Intermediate-Term U.S. Treasury ETF by 100.0% during the fourth quarter. Hardin Capital Partners LLC now owns 22,016 shares of the company’s stock valued at $535,000 after purchasing an additional 11,008 shares during the last quarter. Sellwood Investment Partners LLC bought a new stake in shares of Schwab Intermediate-Term U.S. Treasury ETF during the 4th quarter valued at about $709,000. Ausdal Financial Partners Inc. raised its stake in Schwab Intermediate-Term U.S. Treasury ETF by 157.0% during the fourth quarter. Ausdal Financial Partners Inc. now owns 123,342 shares of the company’s stock worth $2,996,000 after acquiring an additional 75,358 shares during the period. Financial Engines Advisors L.L.C. lifted its holdings in Schwab Intermediate-Term U.S. Treasury ETF by 697.6% in the fourth quarter. Financial Engines Advisors L.L.C. now owns 327,426 shares of the company’s stock worth $7,953,000 after acquiring an additional 286,377 shares during the last quarter. Finally, Financial Counselors Inc. grew its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 123.9% during the fourth quarter. Financial Counselors Inc. now owns 866,241 shares of the company’s stock valued at $21,041,000 after purchasing an additional 479,305 shares during the last quarter.

Schwab Intermediate-Term U.S. Treasury ETF Price Performance

Shares of NYSEARCA SCHR opened at $24.67 on Thursday. Schwab Intermediate-Term U.S. Treasury ETF has a 12-month low of $23.89 and a 12-month high of $25.47. The stock’s 50 day simple moving average is $24.52 and its 200 day simple moving average is $24.63.

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.