Dock Street Asset Management Inc. increased its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 29.0% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 316,217 shares of the company’s stock after purchasing an additional 71,077 shares during the quarter. Schwab Intermediate-Term U.S. Treasury ETF accounts for 0.8% of Dock Street Asset Management Inc.’s portfolio, making the stock its 24th biggest holding. Dock Street Asset Management Inc. owned about 0.06% of Schwab Intermediate-Term U.S. Treasury ETF worth $7,877,000 as of its most recent SEC filing.
Several other institutional investors also recently modified their holdings of the business. Aventura Private Wealth LLC purchased a new position in Schwab Intermediate-Term U.S. Treasury ETF in the 4th quarter worth about $25,000. Asset Dedication LLC purchased a new stake in shares of Schwab Intermediate-Term U.S. Treasury ETF during the 3rd quarter valued at about $26,000. Wealth Watch Advisors INC purchased a new stake in shares of Schwab Intermediate-Term U.S. Treasury ETF during the 3rd quarter valued at about $28,000. GeoWealth Management LLC grew its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 335.9% in the third quarter. GeoWealth Management LLC now owns 1,347 shares of the company’s stock worth $34,000 after acquiring an additional 1,038 shares during the period. Finally, Triumph Capital Management bought a new stake in shares of Schwab Intermediate-Term U.S. Treasury ETF in the third quarter worth approximately $34,000.
Schwab Intermediate-Term U.S. Treasury ETF Price Performance
SCHR opened at $24.69 on Thursday. The firm has a 50 day moving average price of $24.69 and a 200-day moving average price of $24.93. Schwab Intermediate-Term U.S. Treasury ETF has a twelve month low of $24.42 and a twelve month high of $25.42.
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.
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