Morton Brown Family Wealth LLC Raises Stock Position in Schwab Intermediate-Term U.S. Treasury ETF $SCHR

by · The Markets Daily

Morton Brown Family Wealth LLC boosted its position in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 6.3% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 584,191 shares of the company’s stock after buying an additional 34,707 shares during the quarter. Schwab Intermediate-Term U.S. Treasury ETF makes up about 4.2% of Morton Brown Family Wealth LLC’s holdings, making the stock its 7th biggest holding. Morton Brown Family Wealth LLC owned about 0.13% of Schwab Intermediate-Term U.S. Treasury ETF worth $14,681,000 at the end of the most recent reporting period.

Other hedge funds have also recently modified their holdings of the company. FLC Capital Advisors raised its position in Schwab Intermediate-Term U.S. Treasury ETF by 13.8% during the 2nd quarter. FLC Capital Advisors now owns 1,410,832 shares of the company’s stock valued at $35,313,000 after purchasing an additional 171,594 shares during the last quarter. Modern Wealth Management LLC purchased a new position in shares of Schwab Intermediate-Term U.S. Treasury ETF during the first quarter valued at approximately $283,000. Beacon Wealthcare LLC raised its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 8.1% during the third quarter. Beacon Wealthcare LLC now owns 1,270,563 shares of the company’s stock valued at $31,929,000 after acquiring an additional 95,406 shares in the last quarter. Fermata Advisors LLC lifted its stake in Schwab Intermediate-Term U.S. Treasury ETF by 52.3% in the third quarter. Fermata Advisors LLC now owns 118,472 shares of the company’s stock worth $2,977,000 after acquiring an additional 40,703 shares during the period. Finally, MBE Wealth Management LLC boosted its holdings in Schwab Intermediate-Term U.S. Treasury ETF by 42.7% in the second quarter. MBE Wealth Management LLC now owns 23,582 shares of the company’s stock valued at $590,000 after acquiring an additional 7,058 shares in the last quarter.

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

Shares of NYSEARCA SCHR opened at $25.08 on Thursday. The firm has a fifty day simple moving average of $25.16 and a two-hundred day simple moving average of $25.06. Schwab Intermediate-Term U.S. Treasury ETF has a 12 month low of $24.04 and a 12 month high of $25.35.

Schwab Intermediate-Term U.S. Treasury ETF Profile

(Free Report)

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.

See Also

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