Avidian Wealth Enterprises LLC Increases Stake in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR)

Avidian Wealth Enterprises LLC boosted its stake in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 109.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 2,128,548 shares of the company’s stock after buying an additional 1,112,804 shares during the period. Schwab Intermediate-Term U.S. Treasury ETF accounts for approximately 2.3% of Avidian Wealth Enterprises LLC’s portfolio, making the stock its 11th largest position. Avidian Wealth Enterprises LLC’s holdings in Schwab Intermediate-Term U.S. Treasury ETF were worth $51,702,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. AlphaCore Capital LLC raised its position in shares of Schwab Intermediate-Term U.S. Treasury ETF by 540.9% in the 3rd quarter. AlphaCore Capital LLC now owns 564 shares of the company’s stock worth $29,000 after purchasing an additional 476 shares during the last quarter. Kennebec Savings Bank bought a new stake in Schwab Intermediate-Term U.S. Treasury ETF during the 3rd quarter valued at about $25,000. MCF Advisors LLC raised its holdings in Schwab Intermediate-Term U.S. Treasury ETF by 100.4% in the fourth quarter. MCF Advisors LLC now owns 1,066 shares of the company’s stock worth $26,000 after buying an additional 534 shares during the last quarter. Alesco Advisors LLC lifted its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 6.8% in the third quarter. Alesco Advisors LLC now owns 12,025 shares of the company’s stock worth $608,000 after buying an additional 765 shares in the last quarter. Finally, 1620 Investment Advisors Inc. lifted its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 45.9% in the third quarter. 1620 Investment Advisors Inc. now owns 2,718 shares of the company’s stock worth $138,000 after buying an additional 855 shares in the last quarter.

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

Shares of SCHR opened at $24.34 on Wednesday. Schwab Intermediate-Term U.S. Treasury ETF has a twelve month low of $23.89 and a twelve month high of $25.47. The firm has a 50 day moving average of $24.35 and a 200 day moving average of $24.73.

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.