22,469 Schwab Intermediate-Term U.S. Treasury ETF $SCHR Shares Acquired by Heritage Wealth Management Inc. CA

Heritage Wealth Management Inc. CA lifted its stake in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 10.0% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 247,616 shares of the company’s stock after acquiring an additional 22,469 shares during the quarter. Schwab Intermediate-Term U.S. Treasury ETF accounts for 2.1% of Heritage Wealth Management Inc. CA’s investment portfolio, making the stock its 9th largest position. Heritage Wealth Management Inc. CA’s holdings in Schwab Intermediate-Term U.S. Treasury ETF were worth $5,868,000 as of its most recent filing with the SEC.

Several other large investors have also recently made changes to their positions in the stock. Hamilton Point Investment Advisors LLC purchased a new stake in Schwab Intermediate-Term U.S. Treasury ETF in the first quarter valued at approximately $27,000. Mather Group LLC. purchased a new position in shares of Schwab Intermediate-Term U.S. Treasury ETF during the third quarter worth $29,000. Root Financial Partners LLC purchased a new position in shares of Schwab Intermediate-Term U.S. Treasury ETF during the third quarter worth $31,000. NBT Bank N A NY boosted its position in shares of Schwab Intermediate-Term U.S. Treasury ETF by 5,316.0% during the first quarter. NBT Bank N A NY now owns 1,354 shares of the company’s stock worth $34,000 after buying an additional 1,329 shares during the period. Finally, Angeles Wealth Management LLC purchased a new position in shares of Schwab Intermediate-Term U.S. Treasury ETF during the second quarter worth $35,000.

Schwab Intermediate-Term U.S. Treasury ETF Trading Down 0.1%

SCHR stock opened at $23.96 on Thursday. Schwab Intermediate-Term U.S. Treasury ETF has a 12-month low of $23.57 and a 12-month high of $25.42. The business’s fifty day moving average price is $23.99 and its 200 day moving average price is $24.59.

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.