Waverly Advisors LLC Increases Stock Holdings in Schwab Intermediate-Term U.S. Treasury ETF $SCHR

Waverly Advisors LLC grew its stake in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHRFree Report) by 6.0% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 842,589 shares of the company’s stock after purchasing an additional 47,684 shares during the quarter. Waverly Advisors LLC owned approximately 0.15% of Schwab Intermediate-Term U.S. Treasury ETF worth $20,778,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also modified their holdings of SCHR. Hamilton Point Investment Advisors LLC purchased a new position in Schwab Intermediate-Term U.S. Treasury ETF in the 1st quarter valued at about $27,000. Wealth Watch Advisors INC purchased a new stake in shares of Schwab Intermediate-Term U.S. Treasury ETF in the third quarter valued at about $28,000. GeoWealth Management LLC grew its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 335.9% in the 3rd quarter. GeoWealth Management LLC now owns 1,347 shares of the company’s stock valued at $34,000 after buying an additional 1,038 shares during the period. NBT Bank N A NY increased its stake in 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 acquiring an additional 1,329 shares during the last quarter. Finally, Triumph Capital Management acquired a new stake in shares of Schwab Intermediate-Term U.S. Treasury ETF during the 3rd quarter worth about $34,000.

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

Schwab Intermediate-Term U.S. Treasury ETF stock opened at $24.21 on Wednesday. Schwab Intermediate-Term U.S. Treasury ETF has a 1 year low of $24.20 and a 1 year high of $25.42. The company’s 50 day simple moving average is $24.43 and its 200-day simple moving average is $24.68.

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

(Free Report)

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.

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

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