Schwab Long-Term U.S. Treasury ETF $SCHQ Shares Bought by Principia Wealth Advisory LLC

Principia Wealth Advisory LLC raised its holdings in Schwab Long-Term U.S. Treasury ETF (NYSEARCA:SCHQ) by 75.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 88,663 shares of the company’s stock after acquiring an additional 38,146 shares during the quarter. Schwab Long-Term U.S. Treasury ETF accounts for about 0.7% of Principia Wealth Advisory LLC’s portfolio, making the stock its 17th biggest holding. Principia Wealth Advisory LLC owned 0.31% of Schwab Long-Term U.S. Treasury ETF worth $2,811,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently bought and sold shares of SCHQ. Park Avenue Securities LLC lifted its holdings in Schwab Long-Term U.S. Treasury ETF by 110.4% in the 4th quarter. Park Avenue Securities LLC now owns 388,612 shares of the company’s stock valued at $12,319,000 after acquiring an additional 203,907 shares during the last quarter. Thrivent Financial for Lutherans acquired a new stake in Schwab Long-Term U.S. Treasury ETF in the 4th quarter valued at about $6,445,000. National Bank of Canada FI lifted its holdings in Schwab Long-Term U.S. Treasury ETF by 87.3% in the 3rd quarter. National Bank of Canada FI now owns 183,200 shares of the company’s stock valued at $5,919,000 after acquiring an additional 85,400 shares during the last quarter. Jane Street Group LLC acquired a new stake in Schwab Long-Term U.S. Treasury ETF in the 2nd quarter valued at about $2,229,000. Finally, Envestnet Portfolio Solutions Inc. lifted its holdings in Schwab Long-Term U.S. Treasury ETF by 121.6% in the 4th quarter. Envestnet Portfolio Solutions Inc. now owns 127,034 shares of the company’s stock valued at $4,027,000 after acquiring an additional 69,700 shares during the last quarter.

Schwab Long-Term U.S. Treasury ETF Price Performance

Shares of NYSEARCA SCHQ opened at $31.11 on Friday. Schwab Long-Term U.S. Treasury ETF has a twelve month low of $30.11 and a twelve month high of $33.19. The firm has a 50-day moving average of $31.18 and a two-hundred day moving average of $31.74.

Schwab Long-Term U.S. Treasury ETF Profile

The Schwab Long-Term U.S. Treasury ETF (SCHQ) is an exchange-traded fund that is based on the Bloomberg US Long Treasury index. The fund tracks a market-value weighted Index of U.S. Investment-grade Treasury bonds with remaining maturities of 10 years or more. SCHQ was launched on Oct 10, 2019 and is managed by Charles Schwab.