Heritage Wealth Management Inc. CA Has $4.96 Million Stake in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR)

Heritage Wealth Management Inc. CA grew its position in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 110.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 204,350 shares of the company’s stock after purchasing an additional 107,107 shares during the quarter. Schwab Intermediate-Term U.S. Treasury ETF makes up approximately 3.6% of Heritage Wealth Management Inc. CA’s portfolio, making the stock its 7th largest holding. Heritage Wealth Management Inc. CA owned 0.12% of Schwab Intermediate-Term U.S. Treasury ETF worth $4,964,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also modified their holdings of the company. Alternative Investment Advisors LLC. lifted its position in shares of Schwab Intermediate-Term U.S. Treasury ETF by 772.4% during the 3rd quarter. Alternative Investment Advisors LLC. now owns 41,649 shares of the company’s stock worth $2,107,000 after purchasing an additional 36,875 shares during the last quarter. Independent Solutions Wealth Management LLC lifted its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 10.9% during the third quarter. Independent Solutions Wealth Management LLC now owns 124,606 shares of the company’s stock worth $6,305,000 after buying an additional 12,261 shares during the last quarter. Franklin Resources Inc. boosted its position in shares of Schwab Intermediate-Term U.S. Treasury ETF by 1.3% in the third quarter. Franklin Resources Inc. now owns 217,590 shares of the company’s stock valued at $11,010,000 after acquiring an additional 2,712 shares during the period. Rede Wealth LLC grew its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 117.7% in the fourth quarter. Rede Wealth LLC now owns 35,473 shares of the company’s stock worth $862,000 after acquiring an additional 19,177 shares during the last quarter. Finally, Atria Wealth Solutions Inc. grew its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 106.7% in the fourth quarter. Atria Wealth Solutions Inc. now owns 31,404 shares of the company’s stock worth $763,000 after acquiring an additional 16,214 shares during the last quarter.

Schwab Intermediate-Term U.S. Treasury ETF Trading Down 0.4 %

NYSEARCA:SCHR opened at $24.67 on Tuesday. The company has a fifty day moving average price of $24.49 and a 200 day moving average price of $24.63. Schwab Intermediate-Term U.S. Treasury ETF has a one year low of $23.89 and a one year high of $25.47.

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.