Beverly Hills Private Wealth LLC Has $1.51 Million Position in Schwab Intermediate-Term U.S. Treasury ETF $SCHR

Beverly Hills Private Wealth LLC grew its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 33.0% in the second quarter, according to its most recent disclosure with the SEC. The fund owned 60,253 shares of the company’s stock after buying an additional 14,938 shares during the period. Beverly Hills Private Wealth LLC’s holdings in Schwab Intermediate-Term U.S. Treasury ETF were worth $1,508,000 as of its most recent filing with the SEC.

A number of other large investors have also made changes to their positions in the stock. TD Private Client Wealth LLC raised its position in shares of Schwab Intermediate-Term U.S. Treasury ETF by 1.1% during the first quarter. TD Private Client Wealth LLC now owns 41,550 shares of the company’s stock valued at $1,033,000 after buying an additional 447 shares during the last quarter. Lifeworks Advisors LLC increased its stake in Schwab Intermediate-Term U.S. Treasury ETF by 5.5% in the first quarter. Lifeworks Advisors LLC now owns 8,815 shares of the company’s stock valued at $219,000 after acquiring an additional 460 shares during the period. Patten & Patten Inc. TN increased its stake in Schwab Intermediate-Term U.S. Treasury ETF by 5.1% in the first quarter. Patten & Patten Inc. TN now owns 10,883 shares of the company’s stock valued at $271,000 after acquiring an additional 533 shares during the period. Venture Visionary Partners LLC increased its stake in Schwab Intermediate-Term U.S. Treasury ETF by 1.3% in the second quarter. Venture Visionary Partners LLC now owns 45,480 shares of the company’s stock valued at $1,138,000 after acquiring an additional 587 shares during the period. Finally, Van Strum & Towne Inc. increased its stake in Schwab Intermediate-Term U.S. Treasury ETF by 7.5% in the second quarter. Van Strum & Towne Inc. now owns 8,650 shares of the company’s stock valued at $217,000 after acquiring an additional 600 shares during the period.

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

NYSEARCA SCHR opened at $25.29 on Monday. The company’s 50-day simple moving average is $25.12 and its 200 day simple moving average is $24.91. Schwab Intermediate-Term U.S. Treasury ETF has a twelve month low of $24.04 and a twelve month high of $25.33.

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.