WT Wealth Management lessened its position in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 4.1% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 353,984 shares of the company’s stock after selling 15,162 shares during the quarter. Schwab Intermediate-Term U.S. Treasury ETF comprises 2.7% of WT Wealth Management’s investment portfolio, making the stock its 9th biggest holding. WT Wealth Management’s holdings in Schwab Intermediate-Term U.S. Treasury ETF were worth $8,598,000 at the end of the most recent quarter.
A number of other hedge funds have also recently added to or reduced their stakes in SCHR. Oakwell Private Wealth Management LLC grew its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 131.8% in the 4th quarter. Oakwell Private Wealth Management LLC now owns 296,026 shares of the company’s stock valued at $7,190,000 after purchasing an additional 168,346 shares during the last quarter. Lake Street Advisors Group LLC lifted its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 50.0% in the 4th quarter. Lake Street Advisors Group LLC now owns 327,931 shares of the company’s stock valued at $7,965,000 after buying an additional 109,330 shares during the period. JFG Wealth Management LLC lifted its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 176.3% in the 4th quarter. JFG Wealth Management LLC now owns 44,245 shares of the company’s stock valued at $1,075,000 after buying an additional 28,232 shares during the period. Johnson Financial Group LLC lifted its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 102.5% in the 4th quarter. Johnson Financial Group LLC now owns 18,175 shares of the company’s stock valued at $441,000 after buying an additional 9,200 shares during the period. Finally, Addison Advisors LLC lifted its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 187.9% in the 4th quarter. Addison Advisors LLC now owns 126,541 shares of the company’s stock valued at $3,074,000 after buying an additional 82,590 shares during the period.
Schwab Intermediate-Term U.S. Treasury ETF Price Performance
SCHR opened at $24.72 on Thursday. The business has a 50 day simple moving average of $24.32 and a 200-day simple moving average of $24.69. Schwab Intermediate-Term U.S. Treasury ETF has a 12 month low of $23.89 and a 12 month high of $25.47.
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.
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