Walkner Condon Financial Advisors LLC grew its holdings in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 236.5% during the 4th quarter, HoldingsChannel.com reports. The firm owned 364,963 shares of the company’s stock after buying an additional 256,503 shares during the quarter. Schwab Intermediate-Term U.S. Treasury ETF makes up approximately 1.8% of Walkner Condon Financial Advisors LLC’s investment portfolio, making the stock its 11th largest holding. Walkner Condon Financial Advisors LLC’s holdings in Schwab Intermediate-Term U.S. Treasury ETF were worth $8,865,000 as of its most recent SEC filing.
Several other institutional investors have also recently made changes to their positions in the stock. Alternative Investment Advisors LLC. boosted its holdings in Schwab Intermediate-Term U.S. Treasury ETF by 772.4% in the 3rd quarter. Alternative Investment Advisors LLC. now owns 41,649 shares of the company’s stock valued at $2,107,000 after purchasing an additional 36,875 shares during the period. Independent Solutions Wealth Management LLC raised its position in Schwab Intermediate-Term U.S. Treasury ETF by 10.9% in the 3rd 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 period. Franklin Resources Inc. boosted its position in Schwab Intermediate-Term U.S. Treasury ETF by 1.3% during the 3rd quarter. Franklin Resources Inc. now owns 217,590 shares of the company’s stock valued at $11,010,000 after buying an additional 2,712 shares during the period. Rede Wealth LLC boosted its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 117.7% during the fourth quarter. Rede Wealth LLC now owns 35,473 shares of the company’s stock worth $862,000 after purchasing an additional 19,177 shares during the period. Finally, Beacon Wealthcare LLC raised its holdings in Schwab Intermediate-Term U.S. Treasury ETF by 110.2% in 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 in the last quarter.
Schwab Intermediate-Term U.S. Treasury ETF Stock Performance
Shares of SCHR opened at $24.32 on Friday. The firm’s 50-day simple moving average is $24.34 and its two-hundred day simple moving average is $24.72. Schwab Intermediate-Term U.S. Treasury ETF has a fifty-two week low of $23.89 and a fifty-two week 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.
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