Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) Stake Raised by Oakwell Private Wealth Management LLC

Oakwell Private Wealth Management LLC grew its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 131.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 296,026 shares of the company’s stock after purchasing an additional 168,346 shares during the period. Schwab Intermediate-Term U.S. Treasury ETF makes up 2.0% of Oakwell Private Wealth Management LLC’s portfolio, making the stock its 12th biggest holding. Oakwell Private Wealth Management LLC owned 0.18% of Schwab Intermediate-Term U.S. Treasury ETF worth $7,190,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Charles Schwab Investment Management Inc. raised its position in shares of Schwab Intermediate-Term U.S. Treasury ETF by 29.4% during the third quarter. Charles Schwab Investment Management Inc. now owns 107,666,399 shares of the company’s stock worth $5,447,920,000 after purchasing an additional 24,494,209 shares during the period. Stifel Financial Corp boosted its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 4.3% in the third quarter. Stifel Financial Corp now owns 3,898,675 shares of the company’s stock worth $197,274,000 after buying an additional 159,043 shares during the period. Cornerstone Wealth Advisors Inc. increased its position in shares of Schwab Intermediate-Term U.S. Treasury ETF by 110.8% in the fourth quarter. Cornerstone Wealth Advisors Inc. now owns 3,307,596 shares of the company’s stock worth $80,342,000 after acquiring an additional 1,738,457 shares in the last quarter. Pacific Sage Partners LLC raised its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 105.6% during the fourth quarter. Pacific Sage Partners LLC now owns 2,591,654 shares of the company’s stock valued at $62,951,000 after acquiring an additional 1,330,912 shares during the period. Finally, Avidian Wealth Enterprises LLC lifted its position in shares of Schwab Intermediate-Term U.S. Treasury ETF by 109.6% in the 4th quarter. Avidian Wealth Enterprises LLC now owns 2,128,548 shares of the company’s stock valued at $51,702,000 after acquiring an additional 1,112,804 shares in the last quarter.

Schwab Intermediate-Term U.S. Treasury ETF Trading Up 0.5 %

NYSEARCA SCHR opened at $24.67 on Wednesday. The firm’s 50 day moving average price is $24.31 and its two-hundred day moving average price is $24.69. Schwab Intermediate-Term U.S. Treasury ETF has a twelve month low of $23.89 and a twelve month high of $25.47.

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.