Morton Brown Family Wealth LLC Increases Stock Position in Schwab Intermediate-Term U.S. Treasury ETF $SCHR

Morton Brown Family Wealth LLC increased its position in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 15.6% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 675,334 shares of the company’s stock after purchasing an additional 91,143 shares during the period. Schwab Intermediate-Term U.S. Treasury ETF makes up approximately 4.6% of Morton Brown Family Wealth LLC’s holdings, making the stock its 7th biggest position. Morton Brown Family Wealth LLC owned 0.14% of Schwab Intermediate-Term U.S. Treasury ETF worth $16,937,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Walker Financial Services Inc. increased its holdings in Schwab Intermediate-Term U.S. Treasury ETF by 25.2% in the 4th quarter. Walker Financial Services Inc. now owns 443,050 shares of the company’s stock worth $11,112,000 after acquiring an additional 89,136 shares in the last quarter. WealthCollab LLC purchased a new stake in Schwab Intermediate-Term U.S. Treasury ETF in the 4th quarter worth approximately $79,000. Meritage Portfolio Management increased its holdings in Schwab Intermediate-Term U.S. Treasury ETF by 4.9% in the 4th quarter. Meritage Portfolio Management now owns 120,015 shares of the company’s stock worth $3,010,000 after acquiring an additional 5,648 shares in the last quarter. BLVD Private Wealth LLC increased its holdings in Schwab Intermediate-Term U.S. Treasury ETF by 10.8% in the 4th quarter. BLVD Private Wealth LLC now owns 235,611 shares of the company’s stock worth $5,909,000 after acquiring an additional 22,888 shares in the last quarter. Finally, PFG Advisors increased its holdings in Schwab Intermediate-Term U.S. Treasury ETF by 3.1% in the 4th quarter. PFG Advisors now owns 17,607 shares of the company’s stock worth $442,000 after acquiring an additional 523 shares in the last quarter.

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

Schwab Intermediate-Term U.S. Treasury ETF stock opened at $24.91 on Thursday. The firm has a 50 day moving average of $25.02 and a 200 day moving average of $25.09. Schwab Intermediate-Term U.S. Treasury ETF has a 12-month low of $24.53 and a 12-month high of $25.42.

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.