Diversify Wealth Management LLC Boosts Holdings in Schwab Intermediate-Term U.S. Treasury ETF $SCHR

Diversify Wealth Management LLC grew its position in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 12.2% during the fourth quarter, HoldingsChannel reports. The firm owned 831,357 shares of the company’s stock after buying an additional 90,189 shares during the period. Schwab Intermediate-Term U.S. Treasury ETF accounts for approximately 1.0% of Diversify Wealth Management LLC’s holdings, making the stock its 14th largest holding. Diversify Wealth Management LLC’s holdings in Schwab Intermediate-Term U.S. Treasury ETF were worth $20,867,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Aventura Private Wealth LLC purchased a new stake in shares of Schwab Intermediate-Term U.S. Treasury ETF during the fourth quarter valued at approximately $25,000. Asset Dedication LLC purchased a new stake in shares of Schwab Intermediate-Term U.S. Treasury ETF during the third quarter valued at approximately $26,000. Wealth Watch Advisors INC purchased a new stake in shares of Schwab Intermediate-Term U.S. Treasury ETF during the third quarter valued at approximately $28,000. Triumph Capital Management purchased a new stake in shares of Schwab Intermediate-Term U.S. Treasury ETF during the third quarter valued at approximately $34,000. Finally, GeoWealth Management LLC raised its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 335.9% during the third quarter. GeoWealth Management LLC now owns 1,347 shares of the company’s stock valued at $34,000 after purchasing an additional 1,038 shares during the period.

Schwab Intermediate-Term U.S. Treasury ETF Trading Down 0.2%

SCHR opened at $24.74 on Friday. The firm’s 50 day moving average is $24.94 and its 200-day moving average is $25.07. Schwab Intermediate-Term U.S. Treasury ETF has a 52-week low of $24.53 and a 52-week high of $25.42.

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.