Schwab Intermediate-Term U.S. Treasury ETF $SCHR Shares Sold by Compound Planning Inc.

Compound Planning Inc. lessened its position in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 46.9% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 58,792 shares of the company’s stock after selling 51,974 shares during the quarter. Compound Planning Inc.’s holdings in Schwab Intermediate-Term U.S. Treasury ETF were worth $1,465,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in the business. Charles Schwab Investment Management Inc. increased its stake in Schwab Intermediate-Term U.S. Treasury ETF by 4.4% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 238,259,660 shares of the company’s stock worth $5,975,552,000 after acquiring an additional 10,065,870 shares during the last quarter. JPMorgan Chase & Co. raised its position in Schwab Intermediate-Term U.S. Treasury ETF by 6.2% in the fourth quarter. JPMorgan Chase & Co. now owns 5,200,552 shares of the company’s stock valued at $130,430,000 after purchasing an additional 303,810 shares during the period. Bank of America Corp DE lifted its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 10.4% in the 3rd quarter. Bank of America Corp DE now owns 4,153,770 shares of the company’s stock valued at $104,384,000 after purchasing an additional 390,772 shares during the last quarter. Exchange Traded Concepts LLC lifted its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 46.6% in the 4th quarter. Exchange Traded Concepts LLC now owns 4,029,634 shares of the company’s stock valued at $101,063,000 after purchasing an additional 1,280,247 shares during the last quarter. Finally, Cornerstone Wealth Advisors Inc. lifted its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF by 2.9% in the 4th quarter. Cornerstone Wealth Advisors Inc. now owns 3,762,996 shares of the company’s stock valued at $94,376,000 after purchasing an additional 106,603 shares during the last quarter.

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

NYSEARCA SCHR opened at $24.40 on Friday. The stock has a fifty day simple moving average of $24.57 and a 200-day simple moving average of $24.84. Schwab Intermediate-Term U.S. Treasury ETF has a twelve month low of $24.34 and a twelve month 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.