Congress Wealth Management LLC DE Purchases 12,881 Shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR)

Congress Wealth Management LLC DE grew its position in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 103.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 25,348 shares of the company’s stock after acquiring an additional 12,881 shares during the quarter. Congress Wealth Management LLC DE’s holdings in Schwab Intermediate-Term U.S. Treasury ETF were worth $616,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in SCHR. Meridian Wealth Partners LLC raised its position in Schwab Intermediate-Term U.S. Treasury ETF by 89.1% in the 4th quarter. Meridian Wealth Partners LLC now owns 13,155 shares of the company’s stock worth $320,000 after purchasing an additional 6,200 shares during the period. LPL Financial LLC raised its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 137.2% in the fourth quarter. LPL Financial LLC now owns 997,479 shares of the company’s stock worth $24,229,000 after buying an additional 576,956 shares during the period. 1620 Investment Advisors Inc. lifted its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 103.3% during the 4th quarter. 1620 Investment Advisors Inc. now owns 5,526 shares of the company’s stock worth $134,000 after acquiring an additional 2,808 shares during the last quarter. TD Private Client Wealth LLC boosted its holdings in Schwab Intermediate-Term U.S. Treasury ETF by 122.6% during the 4th quarter. TD Private Client Wealth LLC now owns 41,103 shares of the company’s stock valued at $998,000 after acquiring an additional 22,639 shares during the period. Finally, Independent Solutions Wealth Management LLC grew its position in Schwab Intermediate-Term U.S. Treasury ETF by 75.2% in the 4th quarter. Independent Solutions Wealth Management LLC now owns 218,323 shares of the company’s stock valued at $5,303,000 after acquiring an additional 93,717 shares during the last quarter.

Schwab Intermediate-Term U.S. Treasury ETF Trading Up 0.6 %

NYSEARCA:SCHR opened at $24.81 on Friday. Schwab Intermediate-Term U.S. Treasury ETF has a twelve month low of $23.89 and a twelve month high of $25.47. The stock has a fifty day simple moving average of $24.53 and a 200-day simple moving average of $24.62.

About Schwab Intermediate-Term U.S. Treasury ETF

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.