Morton Brown Family Wealth LLC boosted its position in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 111.5% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 461,713 shares of the company’s stock after purchasing an additional 243,393 shares during the quarter. Schwab Intermediate-Term U.S. Treasury ETF comprises 3.9% of Morton Brown Family Wealth LLC’s holdings, making the stock its 8th biggest position. Morton Brown Family Wealth LLC owned 0.28% of Schwab Intermediate-Term U.S. Treasury ETF worth $11,215,000 at the end of the most recent quarter.
A number of other large investors also recently added to or reduced their stakes in the business. Kennebec Savings Bank bought a new position in Schwab Intermediate-Term U.S. Treasury ETF in the third quarter valued at approximately $25,000. AlphaCore Capital LLC increased its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 540.9% in the 3rd quarter. AlphaCore Capital LLC now owns 564 shares of the company’s stock valued at $29,000 after acquiring an additional 476 shares during the last quarter. MCF Advisors LLC increased its stake in Schwab Intermediate-Term U.S. Treasury ETF by 100.4% in the fourth quarter. MCF Advisors LLC now owns 1,066 shares of the company’s stock valued at $26,000 after purchasing an additional 534 shares in the last quarter. POM Investment Strategies LLC acquired a new stake in Schwab Intermediate-Term U.S. Treasury ETF during the 4th quarter worth $27,000. Finally, 1620 Investment Advisors Inc. lifted its holdings in Schwab Intermediate-Term U.S. Treasury ETF by 45.9% during the third quarter. 1620 Investment Advisors Inc. now owns 2,718 shares of the company’s stock worth $138,000 after acquiring an additional 855 shares in the last quarter.
Schwab Intermediate-Term U.S. Treasury ETF Stock Up 0.3 %
NYSEARCA SCHR opened at $24.39 on Tuesday. Schwab Intermediate-Term U.S. Treasury ETF has a one year low of $23.89 and a one year high of $25.47. The stock’s 50-day moving average is $24.32 and its 200-day moving average is $24.71.
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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