113,341 Shares in Schwab Intermediate-Term U.S. Treasury ETF $SCHR Bought by Williams Financial LLC

Williams Financial LLC acquired a new position in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 113,341 shares of the company’s stock, valued at approximately $2,843,000. Schwab Intermediate-Term U.S. Treasury ETF comprises about 1.6% of Williams Financial LLC’s investment portfolio, making the stock its 13th biggest position.

A number of other institutional investors also recently made changes to their positions in the stock. Aventura Private Wealth LLC acquired a new stake in shares of Schwab Intermediate-Term U.S. Treasury ETF during the fourth quarter valued at $25,000. Asset Dedication LLC purchased a new stake in Schwab Intermediate-Term U.S. Treasury ETF during the 3rd quarter worth about $26,000. Wealth Watch Advisors INC purchased a new stake in Schwab Intermediate-Term U.S. Treasury ETF during the 3rd quarter worth about $28,000. Triumph Capital Management purchased a new position in Schwab Intermediate-Term U.S. Treasury ETF in the 3rd quarter valued at about $34,000. Finally, GeoWealth Management LLC lifted its holdings in Schwab Intermediate-Term U.S. Treasury ETF by 335.9% in the 3rd quarter. GeoWealth Management LLC now owns 1,347 shares of the company’s stock valued at $34,000 after purchasing an additional 1,038 shares in the last quarter.

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

NYSEARCA:SCHR opened at $24.69 on Tuesday. The company’s 50-day moving average is $24.97 and its two-hundred day moving average is $25.08. Schwab Intermediate-Term U.S. Treasury ETF has a 12-month low of $24.53 and a 12-month high of $25.42.

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.