Valpey Financial Services LLC Acquires 310,459 Shares of Schwab Intermediate-Term U.S. Treasury ETF $SCHR

Valpey Financial Services LLC increased its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 3,018.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 320,743 shares of the company’s stock after purchasing an additional 310,459 shares during the quarter. Valpey Financial Services LLC owned 0.06% of Schwab Intermediate-Term U.S. Treasury ETF worth $8,044,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently modified their holdings of SCHR. Captrust Financial Advisors raised its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 1.3% during the second quarter. Captrust Financial Advisors now owns 34,454 shares of the company’s stock valued at $862,000 after purchasing an additional 438 shares during the last quarter. Note Advisors LLC raised its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 3.1% during the third quarter. Note Advisors LLC now owns 14,968 shares of the company’s stock valued at $376,000 after purchasing an additional 450 shares during the last quarter. Integrity Advisory Solutions LLC raised its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 4.6% during the fourth quarter. Integrity Advisory Solutions LLC now owns 10,383 shares of the company’s stock valued at $260,000 after purchasing an additional 459 shares during the last quarter. Ashton Thomas Securities LLC raised its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 9.1% during the fourth quarter. Ashton Thomas Securities LLC now owns 5,634 shares of the company’s stock valued at $141,000 after purchasing an additional 468 shares during the last quarter. Finally, MAI Capital Management raised its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 8.8% during the third quarter. MAI Capital Management now owns 6,078 shares of the company’s stock valued at $153,000 after purchasing an additional 492 shares during the last quarter.

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

SCHR opened at $24.70 on Friday. The firm has a 50 day moving average price of $24.79 and a 200-day moving average price of $25.01. Schwab Intermediate-Term U.S. Treasury ETF has a twelve month low of $24.42 and a twelve month high of $25.42.

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.