WestHill Financial Advisors Inc. Acquires 98,477 Shares of Schwab Intermediate-Term U.S. Treasury ETF $SCHR

WestHill Financial Advisors Inc. grew its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 7.6% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,388,580 shares of the company’s stock after buying an additional 98,477 shares during the quarter. Schwab Intermediate-Term U.S. Treasury ETF accounts for approximately 5.5% of WestHill Financial Advisors Inc.’s portfolio, making the stock its 6th largest holding. WestHill Financial Advisors Inc. owned about 0.25% of Schwab Intermediate-Term U.S. Treasury ETF worth $32,909,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of the stock. Hamilton Point Investment Advisors LLC bought a new stake in shares of Schwab Intermediate-Term U.S. Treasury ETF in the 1st quarter valued at about $27,000. NBT Bank N A NY grew its position in Schwab Intermediate-Term U.S. Treasury ETF by 5,316.0% during the 1st quarter. NBT Bank N A NY now owns 1,354 shares of the company’s stock worth $34,000 after acquiring an additional 1,329 shares during the last quarter. Angeles Wealth Management LLC purchased a new position in Schwab Intermediate-Term U.S. Treasury ETF in the 2nd quarter worth approximately $35,000. Asset Dedication LLC increased its stake in Schwab Intermediate-Term U.S. Treasury ETF by 52.7% in the 1st quarter. Asset Dedication LLC now owns 1,472 shares of the company’s stock worth $37,000 after purchasing an additional 508 shares during the period. Finally, Continuum Advisory LLC purchased a new position in Schwab Intermediate-Term U.S. Treasury ETF in the 2nd quarter worth approximately $46,000.

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

SCHR stock traded down $0.03 during midday trading on Wednesday, hitting $23.71. The company had a trading volume of 1,120,639 shares, compared to its average volume of 2,965,573. Schwab Intermediate-Term U.S. Treasury ETF has a 52 week low of $23.57 and a 52 week high of $25.42. The stock’s 50 day moving average price is $24.10 and its 200 day moving average price is $24.46.

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.