Kathleen S. Wright Associates Inc. Grows Position in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR)

Kathleen S. Wright Associates Inc. grew its position in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 114.8% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 103,939 shares of the company’s stock after acquiring an additional 55,554 shares during the quarter. Schwab Intermediate-Term U.S. Treasury ETF comprises approximately 1.0% of Kathleen S. Wright Associates Inc.’s portfolio, making the stock its 24th biggest position. Kathleen S. Wright Associates Inc. owned approximately 0.06% of Schwab Intermediate-Term U.S. Treasury ETF worth $2,525,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Charles Schwab Investment Management Inc. increased its stake in Schwab Intermediate-Term U.S. Treasury ETF by 29.4% in the 3rd quarter. Charles Schwab Investment Management Inc. now owns 107,666,399 shares of the company’s stock valued at $5,447,920,000 after buying an additional 24,494,209 shares during the period. Jane Street Group LLC increased its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 2,032.8% during the third quarter. Jane Street Group LLC now owns 2,049,343 shares of the company’s stock worth $103,697,000 after acquiring an additional 1,953,258 shares during the period. Cornerstone Wealth Advisors Inc. raised its holdings in Schwab Intermediate-Term U.S. Treasury ETF by 110.8% during the fourth quarter. Cornerstone Wealth Advisors Inc. now owns 3,307,596 shares of the company’s stock worth $80,342,000 after purchasing an additional 1,738,457 shares in the last quarter. Pacific Sage Partners LLC lifted its position in Schwab Intermediate-Term U.S. Treasury ETF by 105.6% in the fourth quarter. Pacific Sage Partners LLC now owns 2,591,654 shares of the company’s stock valued at $62,951,000 after purchasing an additional 1,330,912 shares during the period. Finally, Resonant Capital Advisors LLC boosted its holdings in Schwab Intermediate-Term U.S. Treasury ETF by 132.2% in the 4th quarter. Resonant Capital Advisors LLC now owns 2,016,938 shares of the company’s stock valued at $48,991,000 after purchasing an additional 1,148,251 shares in the last quarter.

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

Schwab Intermediate-Term U.S. Treasury ETF stock opened at $24.33 on Tuesday. Schwab Intermediate-Term U.S. Treasury ETF has a fifty-two week low of $23.89 and a fifty-two week high of $25.47. The stock’s fifty day moving average is $24.38 and its two-hundred day moving average is $24.73.

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.