Schwab Intermediate-Term U.S. Treasury ETF $SCHR Shares Sold by JDM Financial Group LLC

JDM Financial Group LLC trimmed its position in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 35.2% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 87,999 shares of the company’s stock after selling 47,763 shares during the quarter. Schwab Intermediate-Term U.S. Treasury ETF accounts for approximately 0.5% of JDM Financial Group LLC’s portfolio, making the stock its 20th largest holding. JDM Financial Group LLC’s holdings in Schwab Intermediate-Term U.S. Treasury ETF were worth $2,192,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. Hamilton Point Investment Advisors LLC purchased a new stake in shares of Schwab Intermediate-Term U.S. Treasury ETF during the 1st quarter worth about $27,000. Wealth Watch Advisors INC purchased a new position in Schwab Intermediate-Term U.S. Treasury ETF in the third quarter valued at approximately $28,000. GeoWealth Management LLC lifted its position in Schwab Intermediate-Term U.S. Treasury ETF by 335.9% during the third quarter. GeoWealth Management LLC now owns 1,347 shares of the company’s stock valued at $34,000 after buying an additional 1,038 shares in the last quarter. NBT Bank N A NY lifted its position in Schwab Intermediate-Term U.S. Treasury ETF by 5,316.0% during the first quarter. NBT Bank N A NY now owns 1,354 shares of the company’s stock valued at $34,000 after buying an additional 1,329 shares in the last quarter. Finally, Triumph Capital Management purchased a new stake in Schwab Intermediate-Term U.S. Treasury ETF during the third quarter worth approximately $34,000.

Schwab Intermediate-Term U.S. Treasury ETF Trading Up 0.0%

SCHR opened at $24.46 on Friday. Schwab Intermediate-Term U.S. Treasury ETF has a 52-week low of $24.34 and a 52-week high of $25.42. The company has a 50 day moving average of $24.56 and a two-hundred day moving average of $24.82.

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.