Waverly Advisors LLC increased its stake in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 6.0% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 842,589 shares of the company’s stock after acquiring an additional 47,684 shares during the period. Waverly Advisors LLC’s holdings in Schwab Intermediate-Term U.S. Treasury ETF were worth $20,778,000 at the end of the most recent reporting period.
Other institutional investors also recently added to or reduced their stakes in the company. UBS Group AG grew its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 41.1% during the fourth quarter. UBS Group AG now owns 417,692 shares of the company’s stock worth $10,476,000 after purchasing an additional 121,643 shares in the last quarter. Valpey Financial Services LLC grew its stake in Schwab Intermediate-Term U.S. Treasury ETF by 3,018.9% during the 4th quarter. Valpey Financial Services LLC now owns 320,743 shares of the company’s stock worth $8,044,000 after buying an additional 310,459 shares during the last quarter. L.K. Benson & Company P.C. increased its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 42.3% in the 4th quarter. L.K. Benson & Company P.C. now owns 225,195 shares of the company’s stock valued at $5,648,000 after acquiring an additional 66,928 shares during the period. HC Advisors LLC increased its stake in Schwab Intermediate-Term U.S. Treasury ETF by 3.3% in the fourth quarter. HC Advisors LLC now owns 857,670 shares of the company’s stock valued at $21,510,000 after purchasing an additional 27,006 shares during the period. Finally, Resonant Capital Advisors LLC raised its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 4.7% in the first quarter. Resonant Capital Advisors LLC now owns 3,001,765 shares of the company’s stock valued at $74,774,000 after buying an additional 134,150 shares during the last quarter.
Schwab Intermediate-Term U.S. Treasury ETF Price Performance
NYSEARCA SCHR opened at $24.21 on Wednesday. The business’s 50-day moving average price is $24.43 and its 200 day moving average price is $24.68. Schwab Intermediate-Term U.S. Treasury ETF has a 52-week low of $24.20 and a 52-week high of $25.42.
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.
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