Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) Shares Acquired by FLC Capital Advisors

FLC Capital Advisors lifted its position in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 104.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,167,217 shares of the company’s stock after acquiring an additional 597,062 shares during the period. Schwab Intermediate-Term U.S. Treasury ETF accounts for 6.5% of FLC Capital Advisors’ holdings, making the stock its 4th largest position. FLC Capital Advisors owned about 0.70% of Schwab Intermediate-Term U.S. Treasury ETF worth $28,352,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in the company. True Link Financial Advisors LLC purchased a new position in Schwab Intermediate-Term U.S. Treasury ETF in the 4th quarter valued at $684,000. Diversify Wealth Management LLC raised its position in shares of Schwab Intermediate-Term U.S. Treasury ETF by 12.2% in the fourth quarter. Diversify Wealth Management LLC now owns 644,446 shares of the company’s stock valued at $15,512,000 after buying an additional 69,982 shares during the last quarter. Successful Portfolios LLC lifted its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 110.3% in the fourth quarter. Successful Portfolios LLC now owns 59,441 shares of the company’s stock worth $1,444,000 after buying an additional 31,182 shares in the last quarter. Evanson Asset Management LLC boosted its position in Schwab Intermediate-Term U.S. Treasury ETF by 102.4% during the fourth quarter. Evanson Asset Management LLC now owns 10,914 shares of the company’s stock worth $265,000 after acquiring an additional 5,523 shares during the last quarter. Finally, Lbmc Investment Advisors LLC grew its stake in Schwab Intermediate-Term U.S. Treasury ETF by 100.0% during the 4th quarter. Lbmc Investment Advisors LLC now owns 9,320 shares of the company’s stock valued at $226,000 after acquiring an additional 4,660 shares in the last quarter.

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

SCHR opened at $24.30 on Monday. The company’s 50 day simple moving average is $24.39 and its two-hundred day simple moving average is $24.75. Schwab Intermediate-Term U.S. Treasury ETF has a 1-year low of $23.89 and a 1-year high of $25.47.

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.