Phil A. Younker & Associates Ltd. raised its position in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 192.5% during the first quarter, according to its most recent filing with the SEC. The institutional investor owned 80,465 shares of the company’s stock after purchasing an additional 52,951 shares during the period. Schwab Intermediate-Term U.S. Treasury ETF accounts for approximately 1.3% of Phil A. Younker & Associates Ltd.’s portfolio, making the stock its 13th biggest holding. Phil A. Younker & Associates Ltd.’s holdings in Schwab Intermediate-Term U.S. Treasury ETF were worth $2,004,000 at the end of the most recent quarter.
A number of other institutional investors have also bought and sold shares of SCHR. Aventura Private Wealth LLC acquired a new stake in shares of Schwab Intermediate-Term U.S. Treasury ETF in the fourth quarter valued at approximately $25,000. Asset Dedication LLC purchased a new stake in Schwab Intermediate-Term U.S. Treasury ETF in the 3rd quarter valued at $26,000. Wealth Watch Advisors INC purchased a new stake in Schwab Intermediate-Term U.S. Treasury ETF in the 3rd quarter valued at $28,000. Triumph Capital Management acquired a new stake in shares of Schwab Intermediate-Term U.S. Treasury ETF in the 3rd quarter worth $34,000. Finally, GeoWealth Management LLC increased its stake in shares of 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 worth $34,000 after acquiring an additional 1,038 shares during the last quarter.
Schwab Intermediate-Term U.S. Treasury ETF Trading Up 0.1%
NYSEARCA SCHR opened at $24.57 on Wednesday. The business’s fifty day simple moving average is $24.70 and its 200-day simple moving average is $24.93. Schwab Intermediate-Term U.S. Treasury ETF has a 52 week low of $24.42 and a 52 week 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.
Featured Stories
- Five stocks we like better than Schwab Intermediate-Term U.S. Treasury ETF
- Oracle’s Sell-Off Looks More Like a Mispricing Than a Warning
- Apple’s Intel Deal Arrives at the Right Time for Its Stock
- Liquid Gold: The AI Cooling Retrofit Trade
- 3 Dividend Stocks Under $30 to Anchor Your Portfolio
Want to see what other hedge funds are holding SCHR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report).
Receive News & Ratings for Schwab Intermediate-Term U.S. Treasury ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab Intermediate-Term U.S. Treasury ETF and related companies with MarketBeat.com's FREE daily email newsletter.
