Phil A. Younker & Associates Ltd. Raises Holdings in Schwab Intermediate-Term U.S. Treasury ETF $SCHR

Phil A. Younker & Associates Ltd. boosted its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 192.5% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 80,465 shares of the company’s stock after acquiring an additional 52,951 shares during the quarter. Schwab Intermediate-Term U.S. Treasury ETF comprises 1.3% of Phil A. Younker & Associates Ltd.’s holdings, making the stock its 13th largest holding. Phil A. Younker & Associates Ltd.’s holdings in Schwab Intermediate-Term U.S. Treasury ETF were worth $2,004,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Savvy Advisors Inc. raised its holdings in Schwab Intermediate-Term U.S. Treasury ETF by 24.6% in the 4th quarter. Savvy Advisors Inc. now owns 166,952 shares of the company’s stock valued at $4,187,000 after buying an additional 32,987 shares during the period. Advocate Group LLC boosted its stake in Schwab Intermediate-Term U.S. Treasury ETF by 20.5% during the fourth quarter. Advocate Group LLC now owns 405,405 shares of the company’s stock worth $10,168,000 after buying an additional 69,007 shares during the period. Bouchey Financial Group Ltd boosted its stake in Schwab Intermediate-Term U.S. Treasury ETF by 5.2% during the third quarter. Bouchey Financial Group Ltd now owns 1,279,128 shares of the company’s stock worth $32,144,000 after buying an additional 63,433 shares during the period. Park Avenue Securities LLC raised its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 28.1% in the 4th quarter. Park Avenue Securities LLC now owns 105,150 shares of the company’s stock valued at $2,637,000 after acquiring an additional 23,065 shares during the period. Finally, WorthPointe LLC raised its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 894.3% in the 4th quarter. WorthPointe LLC now owns 459,503 shares of the company’s stock valued at $11,524,000 after acquiring an additional 413,291 shares during the period.

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

Shares of SCHR stock opened at $24.57 on Wednesday. The firm’s 50 day moving average price is $24.70 and its 200-day moving average price is $24.93. Schwab Intermediate-Term U.S. Treasury ETF has a one year low of $24.42 and a one year high of $25.42.

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.