Waverly Advisors LLC Has $19.80 Million Holdings in Schwab Intermediate-Term U.S. Treasury ETF $SCHR

Waverly Advisors LLC increased its stake in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 1,269.1% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 794,905 shares of the company’s stock after purchasing an additional 736,844 shares during the period. Waverly Advisors LLC owned approximately 0.15% of Schwab Intermediate-Term U.S. Treasury ETF worth $19,801,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Hamilton Point Investment Advisors LLC acquired a new position in shares of Schwab Intermediate-Term U.S. Treasury ETF during the first quarter worth about $27,000. Wealth Watch Advisors INC acquired a new stake in Schwab Intermediate-Term U.S. Treasury ETF in the 3rd quarter valued at approximately $28,000. NBT Bank N A NY raised its position in 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 last quarter. GeoWealth Management LLC lifted its stake in 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 acquiring an additional 1,038 shares in the last quarter. Finally, Triumph Capital Management bought a new stake in Schwab Intermediate-Term U.S. Treasury ETF in the 3rd quarter valued at approximately $34,000.

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

NYSEARCA:SCHR opened at $24.40 on Monday. Schwab Intermediate-Term U.S. Treasury ETF has a twelve month low of $24.34 and a twelve month high of $25.42. The business has a 50 day moving average price of $24.57 and a two-hundred day moving average price of $24.84.

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.