Perigon Wealth Management LLC Has $1.98 Million Position in Schwab Intermediate-Term U.S. Treasury ETF $SCHR

Perigon Wealth Management LLC boosted its position in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 15.4% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 79,146 shares of the company’s stock after acquiring an additional 10,580 shares during the quarter. Perigon Wealth Management LLC’s holdings in Schwab Intermediate-Term U.S. Treasury ETF were worth $1,981,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also modified their holdings of SCHR. Charles Schwab Investment Management Inc. grew its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 1.0% in the first quarter. Charles Schwab Investment Management Inc. now owns 219,369,491 shares of the company’s stock valued at $5,453,526,000 after acquiring an additional 2,171,605 shares in the last quarter. Royal Bank of Canada boosted its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 16.5% in the 1st quarter. Royal Bank of Canada now owns 18,570,658 shares of the company’s stock valued at $461,667,000 after purchasing an additional 2,633,732 shares in the last quarter. Ameriprise Financial Inc. grew its position in Schwab Intermediate-Term U.S. Treasury ETF by 3.4% in the first quarter. Ameriprise Financial Inc. now owns 13,106,916 shares of the company’s stock valued at $325,846,000 after acquiring an additional 431,781 shares during the last quarter. Cornerstone Wealth Advisors Inc. grew its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 3.4% during the first quarter. Cornerstone Wealth Advisors Inc. now owns 3,421,646 shares of the company’s stock worth $85,062,000 after buying an additional 114,050 shares during the last quarter. Finally, Envestnet Asset Management Inc. increased its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 22.0% in the first quarter. Envestnet Asset Management Inc. now owns 2,713,127 shares of the company’s stock valued at $67,448,000 after buying an additional 490,045 shares during the period.

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

NYSEARCA:SCHR opened at $25.07 on Friday. Schwab Intermediate-Term U.S. Treasury ETF has a fifty-two week low of $24.04 and a fifty-two week high of $25.38. The company has a 50 day simple moving average of $25.04 and a two-hundred day simple moving average of $24.86.

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.