Exencial Wealth Advisors LLC Has $14.06 Million Holdings in Schwab Intermediate-Term U.S. Treasury ETF $SCHR

Exencial Wealth Advisors LLC grew its stake in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 12.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 559,604 shares of the company’s stock after acquiring an additional 61,414 shares during the period. Exencial Wealth Advisors LLC owned 0.12% of Schwab Intermediate-Term U.S. Treasury ETF worth $14,063,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also modified their holdings of SCHR. Hoey Investments Inc. bought a new position in Schwab Intermediate-Term U.S. Treasury ETF in the 2nd quarter worth approximately $37,000. Thurston Springer Miller Herd & Titak Inc. acquired a new stake in shares of Schwab Intermediate-Term U.S. Treasury ETF in the 2nd quarter valued at $44,000. Pin Oak Investment Advisors Inc. acquired a new stake in shares of Schwab Intermediate-Term U.S. Treasury ETF in the 2nd quarter valued at $62,000. Berkshire Money Management Inc. bought a new stake in shares of Schwab Intermediate-Term U.S. Treasury ETF during the second quarter worth $65,000. Finally, Geneos Wealth Management Inc. lifted its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 414.5% during the first quarter. Geneos Wealth Management Inc. now owns 2,696 shares of the company’s stock valued at $67,000 after acquiring an additional 2,172 shares during the period.

Schwab Intermediate-Term U.S. Treasury ETF Trading Up 0.1%

Schwab Intermediate-Term U.S. Treasury ETF stock opened at $25.10 on Wednesday. The business’s 50-day simple moving average is $25.14 and its 200 day simple moving average is $25.08. Schwab Intermediate-Term U.S. Treasury ETF has a 12-month low of $24.05 and a 12-month high of $25.35.

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.