EP Wealth Advisors LLC Purchases New Holdings in Schwab Intermediate-Term U.S. Treasury ETF $SCHR

EP Wealth Advisors LLC purchased a new position in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHRFree Report) during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 8,846 shares of the company’s stock, valued at approximately $220,000.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Rosenberg Matthew Hamilton grew its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 8,481.3% in the first quarter. Rosenberg Matthew Hamilton now owns 1,373 shares of the company’s stock valued at $34,000 after buying an additional 1,357 shares in the last quarter. First Horizon Advisors Inc. acquired a new stake in Schwab Intermediate-Term U.S. Treasury ETF in the first quarter valued at $40,000. Valley National Advisers Inc. acquired a new stake in Schwab Intermediate-Term U.S. Treasury ETF in the first quarter valued at $42,000. Continuum Advisory LLC grew its position in shares of Schwab Intermediate-Term U.S. Treasury ETF by 3,093.1% in the 1st quarter. Continuum Advisory LLC now owns 1,852 shares of the company’s stock valued at $46,000 after acquiring an additional 1,794 shares during the period. Finally, Harbour Investments Inc. increased its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 54.9% during the 1st quarter. Harbour Investments Inc. now owns 2,528 shares of the company’s stock worth $63,000 after purchasing an additional 896 shares during the last quarter.

Schwab Intermediate-Term U.S. Treasury ETF Stock Down 0.2%

Shares of SCHR stock opened at $25.20 on Wednesday. Schwab Intermediate-Term U.S. Treasury ETF has a 52-week low of $24.04 and a 52-week high of $25.47. The firm’s 50-day moving average is $24.93 and its 200-day moving average is $24.82.

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.

Read More

Want to see what other hedge funds are holding SCHR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHRFree Report).

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

Receive News & Ratings for Schwab Intermediate-Term U.S. Treasury ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab Intermediate-Term U.S. Treasury ETF and related companies with MarketBeat.com's FREE daily email newsletter.