XY Planning Network Inc. grew its holdings in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 53.0% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 15,867 shares of the company’s stock after purchasing an additional 5,499 shares during the quarter. XY Planning Network Inc.’s holdings in Schwab Intermediate-Term U.S. Treasury ETF were worth $397,000 at the end of the most recent quarter.
Other institutional investors and hedge funds have also modified their holdings of the company. TD Private Client Wealth LLC raised its stake in Schwab Intermediate-Term U.S. Treasury ETF by 1.1% during the first quarter. TD Private Client Wealth LLC now owns 41,550 shares of the company’s stock worth $1,033,000 after purchasing an additional 447 shares during the period. Brucke Financial Inc. increased its stake in Schwab Intermediate-Term U.S. Treasury ETF by 1.4% during the 1st quarter. Brucke Financial Inc. now owns 31,500 shares of the company’s stock worth $791,000 after buying an additional 449 shares during the period. Lifeworks Advisors LLC increased its stake in Schwab Intermediate-Term U.S. Treasury ETF by 5.5% during the 1st quarter. Lifeworks Advisors LLC now owns 8,815 shares of the company’s stock worth $219,000 after buying an additional 460 shares during the period. Twele Capital Management Inc. increased its stake in Schwab Intermediate-Term U.S. Treasury ETF by 2.6% during the 1st quarter. Twele Capital Management Inc. now owns 19,191 shares of the company’s stock worth $477,000 after buying an additional 487 shares during the period. Finally, Patten & Patten Inc. TN increased its position in shares of Schwab Intermediate-Term U.S. Treasury ETF by 5.1% in the 1st quarter. Patten & Patten Inc. TN now owns 10,883 shares of the company’s stock worth $271,000 after purchasing an additional 533 shares during the last quarter.
Schwab Intermediate-Term U.S. Treasury ETF Price Performance
SCHR opened at $25.07 on Friday. The company has a 50-day moving average of $25.04 and a 200-day moving average of $24.86. Schwab Intermediate-Term U.S. Treasury ETF has a 1-year low of $24.04 and a 1-year high of $25.38.
Schwab Intermediate-Term U.S. Treasury ETF 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.
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