Centric Wealth Management reduced its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 7.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 303,655 shares of the company’s stock after selling 25,929 shares during the quarter. Schwab Intermediate-Term U.S. Treasury ETF accounts for 2.0% of Centric Wealth Management’s portfolio, making the stock its 9th largest position. Centric Wealth Management’s holdings in Schwab Intermediate-Term U.S. Treasury ETF were worth $7,376,000 as of its most recent SEC filing.
Other large investors also recently made changes to their positions in the company. Charles Schwab Investment Management Inc. lifted its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 101.7% during the 4th quarter. Charles Schwab Investment Management Inc. now owns 217,197,886 shares of the company’s stock valued at $5,275,737,000 after acquiring an additional 109,531,487 shares in the last quarter. JPMorgan Chase & Co. lifted its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 308.2% during the fourth quarter. JPMorgan Chase & Co. now owns 5,703,976 shares of the company’s stock worth $138,550,000 after purchasing an additional 4,306,773 shares in the last quarter. Stifel Financial Corp raised its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 4.3% during the 3rd quarter. Stifel Financial Corp now owns 3,898,675 shares of the company’s stock valued at $197,274,000 after buying an additional 159,043 shares during the period. Cornerstone Wealth Advisors Inc. lifted its position in shares of Schwab Intermediate-Term U.S. Treasury ETF by 110.8% during the fourth quarter. Cornerstone Wealth Advisors Inc. now owns 3,307,596 shares of the company’s stock worth $80,342,000 after purchasing an additional 1,738,457 shares in the last quarter. Finally, Pacific Sage Partners LLC lifted its holdings in Schwab Intermediate-Term U.S. Treasury ETF by 105.6% in the 4th quarter. Pacific Sage Partners LLC now owns 2,591,654 shares of the company’s stock worth $62,951,000 after buying an additional 1,330,912 shares in the last quarter.
Schwab Intermediate-Term U.S. Treasury ETF Stock Performance
Shares of Schwab Intermediate-Term U.S. Treasury ETF stock opened at $24.86 on Tuesday. Schwab Intermediate-Term U.S. Treasury ETF has a 1-year low of $23.89 and a 1-year high of $25.47. The business has a 50-day moving average of $24.55 and a 200-day moving average of $24.61.
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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