Blake Schutter Theil Wealth Advisors LLC Has $7.57 Million Holdings in Schwab Intermediate-Term U.S. Treasury ETF $SCHR

Blake Schutter Theil Wealth Advisors LLC boosted its stake in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 9.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 301,366 shares of the company’s stock after acquiring an additional 25,488 shares during the period. Schwab Intermediate-Term U.S. Treasury ETF accounts for approximately 7.5% of Blake Schutter Theil Wealth Advisors LLC’s holdings, making the stock its 2nd biggest holding. Blake Schutter Theil Wealth Advisors LLC owned 0.06% of Schwab Intermediate-Term U.S. Treasury ETF worth $7,573,000 as of its most recent SEC filing.

A number of other large investors have also recently modified their holdings of the stock. Pin Oak Investment Advisors Inc. bought a new position in shares of Schwab Intermediate-Term U.S. Treasury ETF during the second quarter valued at approximately $62,000. Berkshire Money Management Inc. purchased a new position in Schwab Intermediate-Term U.S. Treasury ETF during the second quarter valued at $65,000. Geneos Wealth Management Inc. boosted its holdings in Schwab Intermediate-Term U.S. Treasury ETF by 414.5% in the first quarter. Geneos Wealth Management Inc. now owns 2,696 shares of the company’s stock worth $67,000 after acquiring an additional 2,172 shares in the last quarter. Crews Bank & Trust purchased a new stake in shares of Schwab Intermediate-Term U.S. Treasury ETF in the third quarter worth $68,000. Finally, PFS Partners LLC bought a new position in shares of Schwab Intermediate-Term U.S. Treasury ETF during the third quarter valued at $74,000.

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

Shares of SCHR stock opened at $25.07 on Friday. Schwab Intermediate-Term U.S. Treasury ETF has a one year low of $24.19 and a one year high of $25.35. The company’s 50-day moving average is $25.11 and its 200 day moving average is $25.10.

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.