Hapanowicz & Associates Financial Services Inc Makes New $657,000 Investment in Schwab Intermediate-Term U.S. Treasury ETF $SCHR

Hapanowicz & Associates Financial Services Inc acquired a new position in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 26,142 shares of the company’s stock, valued at approximately $657,000. Schwab Intermediate-Term U.S. Treasury ETF makes up approximately 0.3% of Hapanowicz & Associates Financial Services Inc’s portfolio, making the stock its 17th biggest holding.

A number of other large investors have also made changes to their positions in the company. United Community Bank purchased a new stake in Schwab Intermediate-Term U.S. Treasury ETF in the 3rd quarter worth about $40,000. Pin Oak Investment Advisors Inc. bought a new position in shares of Schwab Intermediate-Term U.S. Treasury ETF in the 2nd quarter valued at approximately $62,000. Geneos Wealth Management Inc. lifted its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 414.5% in the first quarter. Geneos Wealth Management Inc. now owns 2,696 shares of the company’s stock worth $67,000 after buying an additional 2,172 shares during the last quarter. Crews Bank & Trust bought a new stake in Schwab Intermediate-Term U.S. Treasury ETF during the third quarter valued at about $68,000. Finally, PFS Partners LLC bought a new stake in Schwab Intermediate-Term U.S. Treasury ETF during the 3rd quarter valued at approximately $74,000.

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

NYSEARCA SCHR opened at $25.28 on Thursday. The company’s fifty day moving average is $25.10 and its two-hundred day moving average is $25.13. Schwab Intermediate-Term U.S. Treasury ETF has a 52-week low of $24.46 and a 52-week high of $25.35.

Schwab Intermediate-Term U.S. Treasury ETF Increases Dividend

The firm also recently announced a monthly dividend, which was paid on Friday, February 6th. Stockholders of record on Monday, February 2nd were issued a dividend of $0.0876 per share. The ex-dividend date was Monday, February 2nd. This is a boost from Schwab Intermediate-Term U.S. Treasury ETF’s previous monthly dividend of $0.07. This represents a c) annualized dividend and a dividend yield of 4.2%.

Schwab Intermediate-Term U.S. Treasury ETF 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.