Williams Financial LLC Makes New $2.84 Million Investment in Schwab Intermediate-Term U.S. Treasury ETF $SCHR

Williams Financial LLC purchased a new position in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 113,341 shares of the company’s stock, valued at approximately $2,843,000. Schwab Intermediate-Term U.S. Treasury ETF comprises about 1.6% of Williams Financial LLC’s portfolio, making the stock its 13th biggest position.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in SCHR. Goldman Sachs Group Inc. acquired a new stake in Schwab Intermediate-Term U.S. Treasury ETF during the first quarter worth about $1,469,000. Jane Street Group LLC increased its stake in Schwab Intermediate-Term U.S. Treasury ETF by 1,697.2% during the first quarter. Jane Street Group LLC now owns 158,279 shares of the company’s stock worth $3,935,000 after acquiring an additional 149,472 shares during the last quarter. Geneos Wealth Management Inc. increased its stake in Schwab Intermediate-Term U.S. Treasury ETF by 414.5% during the first quarter. Geneos Wealth Management Inc. now owns 2,696 shares of the company’s stock worth $67,000 after acquiring an additional 2,172 shares during the last quarter. NewEdge Advisors LLC increased its stake in Schwab Intermediate-Term U.S. Treasury ETF by 32.8% during the second quarter. NewEdge Advisors LLC now owns 24,875 shares of the company’s stock worth $623,000 after acquiring an additional 6,147 shares during the last quarter. Finally, Raymond James Financial Inc. increased its stake in Schwab Intermediate-Term U.S. Treasury ETF by 38.0% during the second quarter. Raymond James Financial Inc. now owns 342,715 shares of the company’s stock worth $8,578,000 after acquiring an additional 94,412 shares during the last quarter.

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

Shares of NYSEARCA:SCHR opened at $24.69 on Tuesday. Schwab Intermediate-Term U.S. Treasury ETF has a 12 month low of $24.53 and a 12 month high of $25.42. The business has a 50-day moving average of $24.97 and a two-hundred day moving average of $25.08.

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.