Schwab Intermediate-Term U.S. Treasury ETF $SCHR Shares Sold by Compound Planning Inc.

Compound Planning Inc. lowered its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 46.9% in the first quarter, according to its most recent 13F filing with the SEC. The firm owned 58,792 shares of the company’s stock after selling 51,974 shares during the period. Compound Planning Inc.’s holdings in Schwab Intermediate-Term U.S. Treasury ETF were worth $1,465,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Hamilton Point Investment Advisors LLC purchased a new stake in Schwab Intermediate-Term U.S. Treasury ETF in the first quarter valued at approximately $27,000. Wealth Watch Advisors INC purchased a new position in shares of Schwab Intermediate-Term U.S. Treasury ETF during the third quarter worth $28,000. NBT Bank N A NY raised its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 5,316.0% in the 1st quarter. NBT Bank N A NY now owns 1,354 shares of the company’s stock valued at $34,000 after buying an additional 1,329 shares during the period. GeoWealth Management LLC raised its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 335.9% in the 3rd quarter. GeoWealth Management LLC now owns 1,347 shares of the company’s stock valued at $34,000 after buying an additional 1,038 shares during the period. Finally, Triumph Capital Management acquired a new position in Schwab Intermediate-Term U.S. Treasury ETF during the 3rd quarter worth about $34,000.

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

SCHR opened at $24.40 on Friday. The stock’s 50-day moving average price is $24.57 and its 200 day moving average price is $24.84. Schwab Intermediate-Term U.S. Treasury ETF has a 12-month low of $24.34 and a 12-month high of $25.42.

About Schwab Intermediate-Term U.S. Treasury ETF

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.