Schwab Intermediate-Term U.S. Treasury ETF $SCHR Shares Acquired by Morton Brown Family Wealth LLC

Morton Brown Family Wealth LLC lifted its stake in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 3.9% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 701,706 shares of the company’s stock after buying an additional 26,372 shares during the period. Schwab Intermediate-Term U.S. Treasury ETF comprises 4.6% of Morton Brown Family Wealth LLC’s portfolio, making the stock its 7th biggest holding. Morton Brown Family Wealth LLC owned approximately 0.14% of Schwab Intermediate-Term U.S. Treasury ETF worth $17,480,000 as of its most recent filing with the SEC.

A number of other institutional investors have also added to or reduced their stakes in SCHR. Foster & Motley Inc. increased its stake in Schwab Intermediate-Term U.S. Treasury ETF by 1.7% during the first quarter. Foster & Motley Inc. now owns 1,141,716 shares of the company’s stock valued at $28,440,000 after acquiring an additional 19,401 shares during the period. Fiduciary Alliance LLC raised its holdings in Schwab Intermediate-Term U.S. Treasury ETF by 13.1% in the 1st quarter. Fiduciary Alliance LLC now owns 505,447 shares of the company’s stock valued at $12,601,000 after acquiring an additional 58,607 shares in the last quarter. Christensen King & Associates Investment Services Inc. lifted its position in shares of Schwab Intermediate-Term U.S. Treasury ETF by 3.4% in the 1st quarter. Christensen King & Associates Investment Services Inc. now owns 221,905 shares of the company’s stock worth $5,528,000 after acquiring an additional 7,197 shares during the period. White Pine Investment CO lifted its position in shares of Schwab Intermediate-Term U.S. Treasury ETF by 5.3% in the 1st quarter. White Pine Investment CO now owns 459,338 shares of the company’s stock worth $11,442,000 after acquiring an additional 22,962 shares during the period. Finally, Dock Street Asset Management Inc. grew its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 29.0% during the 1st quarter. Dock Street Asset Management Inc. now owns 316,217 shares of the company’s stock worth $7,877,000 after purchasing an additional 71,077 shares in the last quarter.

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

Shares of NYSEARCA:SCHR opened at $24.69 on Friday. Schwab Intermediate-Term U.S. Treasury ETF has a 1-year low of $24.42 and a 1-year high of $25.42. The business’s 50 day moving average is $24.69 and its 200-day moving average is $24.92.

Schwab Intermediate-Term U.S. Treasury ETF 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.