BOK Financial Private Wealth Inc. lifted its position in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 100.0% during the 4th quarter, Holdings Channel reports. The firm owned 2,890 shares of the company’s stock after purchasing an additional 1,445 shares during the quarter. BOK Financial Private Wealth Inc.’s holdings in Schwab Intermediate-Term U.S. Treasury ETF were worth $70,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other institutional investors also recently modified their holdings of the company. Blake Schutter Theil Wealth Advisors LLC increased its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 114.2% during the 4th quarter. Blake Schutter Theil Wealth Advisors LLC now owns 211,119 shares of the company’s stock worth $5,128,000 after purchasing an additional 112,546 shares during the last quarter. Lifeworks Advisors LLC acquired a new position in shares of Schwab Intermediate-Term U.S. Treasury ETF during the 4th quarter worth about $203,000. Larson Financial Group LLC increased its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 310.3% during the 4th quarter. Larson Financial Group LLC now owns 26,684 shares of the company’s stock worth $648,000 after purchasing an additional 20,180 shares during the last quarter. RKL Wealth Management LLC increased its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 38.4% during the 4th quarter. RKL Wealth Management LLC now owns 96,308 shares of the company’s stock worth $2,339,000 after purchasing an additional 26,733 shares during the last quarter. Finally, Barden Capital Management Inc. increased its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 114.9% during the 4th quarter. Barden Capital Management Inc. now owns 89,144 shares of the company’s stock worth $2,165,000 after purchasing an additional 47,653 shares during the last quarter.
Schwab Intermediate-Term U.S. Treasury ETF Stock Performance
Schwab Intermediate-Term U.S. Treasury ETF stock opened at $24.64 on Monday. 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. The company’s 50-day moving average is $24.39 and its 200-day moving average is $24.66.
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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