Fiduciary Alliance LLC Grows Position in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR)

Fiduciary Alliance LLC boosted its position in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 126.6% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 391,107 shares of the company’s stock after acquiring an additional 218,528 shares during the quarter. Schwab Intermediate-Term U.S. Treasury ETF accounts for approximately 1.0% of Fiduciary Alliance LLC’s investment portfolio, making the stock its 20th biggest position. Fiduciary Alliance LLC owned 0.24% of Schwab Intermediate-Term U.S. Treasury ETF worth $9,500,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Kennebec Savings Bank purchased a new position in Schwab Intermediate-Term U.S. Treasury ETF during the 3rd quarter valued at about $25,000. AlphaCore Capital LLC boosted its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 540.9% in the 3rd quarter. AlphaCore Capital LLC now owns 564 shares of the company’s stock valued at $29,000 after buying an additional 476 shares during the period. Richard W. Paul & Associates LLC purchased a new position in shares of Schwab Intermediate-Term U.S. Treasury ETF in the 3rd quarter valued at about $44,000. Headlands Technologies LLC purchased a new position in shares of Schwab Intermediate-Term U.S. Treasury ETF in the 2nd quarter valued at about $98,000. Finally, Breakwater Investment Management boosted its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 14.3% in the 2nd quarter. Breakwater Investment Management now owns 2,177 shares of the company’s stock valued at $106,000 after buying an additional 272 shares during the period.

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

Shares of SCHR remained flat at $24.07 during midday trading on Monday. The stock had a trading volume of 153,850 shares, compared to its average volume of 1,684,449. The company has a 50-day moving average price of $24.42 and a 200-day moving average price of $24.75. Schwab Intermediate-Term U.S. Treasury ETF has a fifty-two week low of $23.89 and a fifty-two week high of $25.47.

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.