2,528,415 Shares in Schwab Intermediate-Term U.S. Treasury ETF $SCHR Purchased by Avidian Wealth Enterprises LLC

Avidian Wealth Enterprises LLC acquired a new position in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 2,528,415 shares of the company’s stock, valued at approximately $59,923,000. Schwab Intermediate-Term U.S. Treasury ETF comprises approximately 1.7% of Avidian Wealth Enterprises LLC’s portfolio, making the stock its 12th largest holding. Avidian Wealth Enterprises LLC owned about 0.46% of Schwab Intermediate-Term U.S. Treasury ETF at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of SCHR. Asset Allocation Strategies LLC grew its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 3.8% during the first quarter. Asset Allocation Strategies LLC now owns 11,589 shares of the company’s stock valued at $289,000 after buying an additional 419 shares during the last quarter. Asset Dedication LLC lifted its position in Schwab Intermediate-Term U.S. Treasury ETF by 52.7% during the 1st quarter. Asset Dedication LLC now owns 1,472 shares of the company’s stock valued at $37,000 after acquiring an additional 508 shares during the period. North Ridge Wealth Advisors Inc. grew its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 0.8% in the fourth quarter. North Ridge Wealth Advisors Inc. now owns 65,654 shares of the company’s stock worth $1,647,000 after acquiring an additional 525 shares during the last quarter. Asset Management Group Inc. raised its holdings in Schwab Intermediate-Term U.S. Treasury ETF by 1.2% in the 4th quarter. Asset Management Group Inc. now owns 49,049 shares of the company’s stock worth $1,230,000 after acquiring an additional 560 shares during the last quarter. Finally, Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 2.6% during the first quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 22,879 shares of the company’s stock valued at $570,000 after purchasing an additional 577 shares during the last quarter.

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

Shares of NYSEARCA:SCHR traded up $0.04 during trading on Thursday, hitting $23.73. The company’s stock had a trading volume of 1,767,251 shares, compared to its average volume of 2,906,264. Schwab Intermediate-Term U.S. Treasury ETF has a 12 month low of $23.57 and a 12 month high of $25.42. The company has a 50-day moving average of $24.16 and a 200-day moving average of $24.49.

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.