Transform Wealth LLC Invests $232,000 in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR)

Transform Wealth LLC bought a new stake in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) in the 4th quarter, according to its most recent filing with the SEC. The institutional investor bought 9,548 shares of the company’s stock, valued at approximately $232,000.

Other large investors have also recently bought and sold shares of the company. Charles Schwab Trust Co lifted its position in shares of Schwab Intermediate-Term U.S. Treasury ETF by 126.1% in the 4th quarter. Charles Schwab Trust Co now owns 53,021 shares of the company’s stock worth $1,288,000 after acquiring an additional 29,574 shares during the period. New Hampshire Trust lifted its position in Schwab Intermediate-Term U.S. Treasury ETF by 260.5% in the fourth quarter. New Hampshire Trust now owns 16,177 shares of the company’s stock worth $393,000 after purchasing an additional 11,690 shares during the period. Koshinski Asset Management Inc. boosted its stake in Schwab Intermediate-Term U.S. Treasury ETF by 52.8% during the fourth quarter. Koshinski Asset Management Inc. now owns 42,681 shares of the company’s stock worth $1,037,000 after buying an additional 14,743 shares in the last quarter. Breakwater Investment Management boosted its stake in Schwab Intermediate-Term U.S. Treasury ETF by 100.0% during the fourth quarter. Breakwater Investment Management now owns 4,354 shares of the company’s stock worth $106,000 after buying an additional 2,177 shares in the last quarter. Finally, MassMutual Private Wealth & Trust FSB raised its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 123.6% in the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 698,119 shares of the company’s stock valued at $16,957,000 after buying an additional 385,964 shares in the last quarter.

Schwab Intermediate-Term U.S. Treasury ETF Stock Up 0.1 %

NYSEARCA:SCHR opened at $24.33 on Wednesday. The company has a 50-day moving average of $24.39 and a 200-day moving average of $24.75. Schwab Intermediate-Term U.S. Treasury ETF has a 52 week low of $23.89 and a 52 week high of $25.47.

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.