Heritage Wealth Management Inc. CA Has $4.75 Million Holdings in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR)

Heritage Wealth Management Inc. CA increased its position in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 9.7% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 97,480 shares of the company’s stock after acquiring an additional 8,648 shares during the period. Schwab Intermediate-Term U.S. Treasury ETF comprises about 3.5% of Heritage Wealth Management Inc. CA’s investment portfolio, making the stock its 6th biggest holding. Heritage Wealth Management Inc. CA’s holdings in Schwab Intermediate-Term U.S. Treasury ETF were worth $4,754,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of the company. Sound Income Strategies LLC grew its holdings in Schwab Intermediate-Term U.S. Treasury ETF by 76,400.0% during the first quarter. Sound Income Strategies LLC now owns 765 shares of the company’s stock valued at $38,000 after purchasing an additional 764 shares during the period. Pineridge Advisors LLC bought a new stake in Schwab Intermediate-Term U.S. Treasury ETF during the first quarter valued at about $66,000. BOK Financial Private Wealth Inc. bought a new stake in Schwab Intermediate-Term U.S. Treasury ETF during the first quarter valued at about $71,000. 1620 Investment Advisors Inc. bought a new stake in Schwab Intermediate-Term U.S. Treasury ETF during the second quarter valued at about $91,000. Finally, Private Wealth Management Group LLC bought a new stake in Schwab Intermediate-Term U.S. Treasury ETF during the fourth quarter valued at about $130,000.

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

NYSEARCA:SCHR traded up $0.20 during mid-day trading on Friday, hitting $50.39. 1,031,122 shares of the company traded hands, compared to its average volume of 983,581. The stock’s fifty day moving average price is $49.42 and its 200-day moving average price is $48.88. Schwab Intermediate-Term U.S. Treasury ETF has a one year low of $47.03 and a one year high of $50.69.

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