Heritage Wealth Management Inc. CA Grows Holdings in Schwab Intermediate-Term U.S. Treasury ETF $SCHR

Heritage Wealth Management Inc. CA grew its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 4.8% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 207,045 shares of the company’s stock after buying an additional 9,567 shares during the period. Schwab Intermediate-Term U.S. Treasury ETF accounts for about 3.5% of Heritage Wealth Management Inc. CA’s investment portfolio, making the stock its 6th largest position. Heritage Wealth Management Inc. CA’s holdings in Schwab Intermediate-Term U.S. Treasury ETF were worth $5,182,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently modified their holdings of the company. Rosenberg Matthew Hamilton grew its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 8,481.3% in the first quarter. Rosenberg Matthew Hamilton now owns 1,373 shares of the company’s stock valued at $34,000 after purchasing an additional 1,357 shares in the last quarter. Hoey Investments Inc. purchased a new position in shares of Schwab Intermediate-Term U.S. Treasury ETF in the second quarter valued at $37,000. First Horizon Advisors Inc. purchased a new position in shares of Schwab Intermediate-Term U.S. Treasury ETF in the first quarter valued at $40,000. Valley National Advisers Inc. purchased a new position in shares of Schwab Intermediate-Term U.S. Treasury ETF in the first quarter valued at $42,000. Finally, Thurston Springer Miller Herd & Titak Inc. purchased a new position in shares of Schwab Intermediate-Term U.S. Treasury ETF in the second quarter valued at $44,000.

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

SCHR stock opened at $25.26 on Wednesday. The firm has a fifty day moving average price of $25.10 and a 200 day moving average price of $24.90. Schwab Intermediate-Term U.S. Treasury ETF has a fifty-two week low of $24.04 and a fifty-two week high of $25.32.

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.