Oakwell Private Wealth Management LLC Purchases 30,598 Shares of Schwab Intermediate-Term U.S. Treasury ETF $SCHR

Oakwell Private Wealth Management LLC increased its position in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 9.6% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 348,994 shares of the company’s stock after buying an additional 30,598 shares during the quarter. Schwab Intermediate-Term U.S. Treasury ETF accounts for 2.0% of Oakwell Private Wealth Management LLC’s portfolio, making the stock its 9th biggest holding. Oakwell Private Wealth Management LLC owned approximately 0.08% of Schwab Intermediate-Term U.S. Treasury ETF worth $8,735,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also added to or reduced their stakes in the company. Charles Schwab Investment Management Inc. grew its position in Schwab Intermediate-Term U.S. Treasury ETF by 1.0% during the first quarter. Charles Schwab Investment Management Inc. now owns 219,369,491 shares of the company’s stock worth $5,453,526,000 after buying an additional 2,171,605 shares in the last quarter. Royal Bank of Canada grew its position in Schwab Intermediate-Term U.S. Treasury ETF by 16.5% during the first quarter. Royal Bank of Canada now owns 18,570,658 shares of the company’s stock worth $461,667,000 after buying an additional 2,633,732 shares in the last quarter. Ameriprise Financial Inc. grew its position in Schwab Intermediate-Term U.S. Treasury ETF by 3.4% during the first quarter. Ameriprise Financial Inc. now owns 13,106,916 shares of the company’s stock worth $325,846,000 after buying an additional 431,781 shares in the last quarter. Cornerstone Wealth Advisors Inc. boosted its holdings in Schwab Intermediate-Term U.S. Treasury ETF by 1.4% during the second quarter. Cornerstone Wealth Advisors Inc. now owns 3,470,641 shares of the company’s stock valued at $86,870,000 after purchasing an additional 48,995 shares in the last quarter. Finally, Moisand Fitzgerald Tamayo LLC boosted its holdings in Schwab Intermediate-Term U.S. Treasury ETF by 52.5% during the second quarter. Moisand Fitzgerald Tamayo LLC now owns 3,256,103 shares of the company’s stock valued at $81,500,000 after purchasing an additional 1,120,524 shares in the last quarter.

Schwab Intermediate-Term U.S. Treasury ETF Stock Down 0.4%

NYSEARCA SCHR opened at $25.09 on Tuesday. The stock’s 50 day moving average is $25.18 and its two-hundred day moving average is $24.94. Schwab Intermediate-Term U.S. Treasury ETF has a 1-year low of $24.04 and a 1-year high of $25.35.

About Schwab Intermediate-Term U.S. Treasury ETF

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.