Schwab Intermediate-Term U.S. Treasury ETF $SCHR Shares Newly Purchased by Diligent Investors LLC

Diligent Investors LLC acquired a new stake in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm acquired 39,600 shares of the company’s stock, valued at approximately $939,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Envestnet Asset Management Inc. boosted its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 103.7% in the 2nd quarter. Envestnet Asset Management Inc. now owns 9,469,330 shares of the company’s stock worth $233,514,000 after buying an additional 4,821,340 shares during the last quarter. Avidian Wealth Enterprises LLC bought a new position in shares of Schwab Intermediate-Term U.S. Treasury ETF in the third quarter valued at approximately $59,923,000. Financial Life Advisors bought a new position in shares of Schwab Intermediate-Term U.S. Treasury ETF in the second quarter valued at approximately $36,389,000. Bank of America Corp DE grew its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 19.7% in the first quarter. Bank of America Corp DE now owns 6,189,094 shares of the company’s stock valued at $154,170,000 after acquiring an additional 1,016,874 shares in the last quarter. Finally, Waverly Advisors LLC increased its position in shares of Schwab Intermediate-Term U.S. Treasury ETF by 1,269.1% during the first quarter. Waverly Advisors LLC now owns 794,905 shares of the company’s stock valued at $19,801,000 after acquiring an additional 736,844 shares during the last quarter.

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

Shares of SCHR opened at $23.84 on Thursday. The stock has a 50 day moving average of $24.03 and a 200 day moving average of $24.42. Schwab Intermediate-Term U.S. Treasury ETF has a 12 month low of $23.57 and a 12 month high of $25.42.

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.