Portland Financial Advisors Inc Invests $380,000 in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR)

Portland Financial Advisors Inc acquired a new position in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 15,660 shares of the company’s stock, valued at approximately $380,000.

Several other large investors also recently added to or reduced their stakes in SCHR. Kennebec Savings Bank purchased a new position in shares of Schwab Intermediate-Term U.S. Treasury ETF during the 3rd quarter worth $25,000. AlphaCore Capital LLC raised its holdings in Schwab Intermediate-Term U.S. Treasury ETF by 540.9% in the 3rd quarter. AlphaCore Capital LLC now owns 564 shares of the company’s stock worth $29,000 after purchasing an additional 476 shares during the period. MCF Advisors LLC lifted its position in Schwab Intermediate-Term U.S. Treasury ETF by 100.4% during the fourth quarter. MCF Advisors LLC now owns 1,066 shares of the company’s stock valued at $26,000 after purchasing an additional 534 shares in the last quarter. POM Investment Strategies LLC purchased a new position in Schwab Intermediate-Term U.S. Treasury ETF during the fourth quarter valued at $27,000. Finally, Tradewinds Capital Management LLC increased its position in Schwab Intermediate-Term U.S. Treasury ETF by 82.2% in the fourth quarter. Tradewinds Capital Management LLC now owns 2,638 shares of the company’s stock worth $64,000 after buying an additional 1,190 shares in the last quarter.

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

NYSEARCA SCHR opened at $24.49 on Monday. Schwab Intermediate-Term U.S. Treasury ETF has a 52 week low of $23.89 and a 52 week high of $25.47. The stock’s 50-day moving average price is $24.31 and its 200-day moving average price is $24.69.

Schwab Intermediate-Term U.S. Treasury ETF Company 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.