Spire Wealth Management increased its stake in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 94.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 123,103 shares of the company’s stock after acquiring an additional 59,804 shares during the period. Spire Wealth Management’s holdings in Schwab Intermediate-Term U.S. Treasury ETF were worth $2,990,000 as of its most recent SEC filing.
Other institutional investors also recently bought and sold shares of the company. Alternative Investment Advisors LLC. boosted its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 772.4% during the third quarter. Alternative Investment Advisors LLC. now owns 41,649 shares of the company’s stock valued at $2,107,000 after purchasing an additional 36,875 shares during the period. Independent Solutions Wealth Management LLC grew its holdings in Schwab Intermediate-Term U.S. Treasury ETF by 10.9% in the 3rd quarter. Independent Solutions Wealth Management LLC now owns 124,606 shares of the company’s stock worth $6,305,000 after acquiring an additional 12,261 shares during the last quarter. Franklin Resources Inc. increased its position in shares of Schwab Intermediate-Term U.S. Treasury ETF by 1.3% in the third quarter. Franklin Resources Inc. now owns 217,590 shares of the company’s stock valued at $11,010,000 after acquiring an additional 2,712 shares during the period. Beacon Wealthcare LLC raised its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 110.2% during the fourth quarter. Beacon Wealthcare LLC now owns 1,112,228 shares of the company’s stock valued at $27,016,000 after acquiring an additional 583,225 shares during the last quarter. Finally, ORG Partners LLC boosted its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 100.0% during the fourth quarter. ORG Partners LLC now owns 6,090 shares of the company’s stock worth $148,000 after purchasing an additional 3,045 shares during the period.
Schwab Intermediate-Term U.S. Treasury ETF Stock Performance
Shares of NYSEARCA:SCHR opened at $24.41 on Monday. Schwab Intermediate-Term U.S. Treasury ETF has a 1 year low of $23.89 and a 1 year high of $25.47. The stock’s 50-day moving average is $24.38 and its 200 day moving average is $24.73.
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.
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