Principia Wealth Advisory LLC Trims Stock Position in Schwab Long-Term U.S. Treasury ETF $SCHQ

Principia Wealth Advisory LLC lessened its holdings in Schwab Long-Term U.S. Treasury ETF (NYSEARCA:SCHQFree Report) by 37.4% during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 82,622 shares of the company’s stock after selling 49,330 shares during the period. Schwab Long-Term U.S. Treasury ETF comprises approximately 0.5% of Principia Wealth Advisory LLC’s holdings, making the stock its 23rd biggest position. Principia Wealth Advisory LLC’s holdings in Schwab Long-Term U.S. Treasury ETF were worth $2,588,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in SCHQ. Integrated Wealth Concepts LLC bought a new position in Schwab Long-Term U.S. Treasury ETF in the first quarter worth approximately $332,000. Jane Street Group LLC bought a new stake in shares of Schwab Long-Term U.S. Treasury ETF during the 2nd quarter valued at $2,229,000. Ameriprise Financial Inc. grew its position in shares of Schwab Long-Term U.S. Treasury ETF by 7.5% during the 2nd quarter. Ameriprise Financial Inc. now owns 287,241 shares of the company’s stock valued at $9,161,000 after acquiring an additional 19,942 shares during the period. Bank of America Corp DE increased its stake in shares of Schwab Long-Term U.S. Treasury ETF by 8.7% in the 2nd quarter. Bank of America Corp DE now owns 99,236 shares of the company’s stock worth $3,165,000 after purchasing an additional 7,984 shares in the last quarter. Finally, GeoWealth Management LLC bought a new position in Schwab Long-Term U.S. Treasury ETF in the 3rd quarter worth $169,000.

Schwab Long-Term U.S. Treasury ETF Price Performance

Shares of Schwab Long-Term U.S. Treasury ETF stock opened at $29.95 on Monday. The stock’s fifty day moving average is $30.33 and its 200 day moving average is $31.03. Schwab Long-Term U.S. Treasury ETF has a one year low of $29.64 and a one year high of $33.19.

Schwab Long-Term U.S. Treasury ETF Company Profile

(Free Report)

The Schwab Long-Term U.S. Treasury ETF (SCHQ) is an exchange-traded fund that is based on the Bloomberg US Long Treasury index. The fund tracks a market-value weighted Index of U.S. Investment-grade Treasury bonds with remaining maturities of 10 years or more. SCHQ was launched on Oct 10, 2019 and is managed by Charles Schwab.

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Institutional Ownership by Quarter for Schwab Long-Term U.S. Treasury ETF (NYSEARCA:SCHQ)

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