Foundations Investment Advisors LLC Has $5.44 Million Holdings in Schwab Intermediate-Term U.S. Treasury ETF $SCHR

Foundations Investment Advisors LLC grew its stake in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 12.9% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 216,775 shares of the company’s stock after buying an additional 24,777 shares during the quarter. Foundations Investment Advisors LLC’s holdings in Schwab Intermediate-Term U.S. Treasury ETF were worth $5,437,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in SCHR. Aventura Private Wealth LLC acquired a new position in shares of Schwab Intermediate-Term U.S. Treasury ETF in the fourth quarter valued at approximately $25,000. Asset Dedication LLC acquired a new position in shares of Schwab Intermediate-Term U.S. Treasury ETF in the third quarter valued at approximately $26,000. Wealth Watch Advisors INC acquired a new position in shares of Schwab Intermediate-Term U.S. Treasury ETF in the third quarter valued at approximately $28,000. Triumph Capital Management acquired a new position in shares of Schwab Intermediate-Term U.S. Treasury ETF in the third quarter valued at approximately $34,000. Finally, GeoWealth Management LLC boosted its holdings in 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 worth $34,000 after purchasing an additional 1,038 shares during the last quarter.

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

Shares of SCHR opened at $24.70 on Friday. Schwab Intermediate-Term U.S. Treasury ETF has a 12 month low of $24.42 and a 12 month high of $25.42. The firm has a fifty day simple moving average of $24.79 and a 200 day simple moving average of $25.01.

About Schwab Intermediate-Term U.S. Treasury ETF

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.