Principia Wealth Advisory LLC Has $2.81 Million Stake in Schwab Long-Term U.S. Treasury ETF $SCHQ

Principia Wealth Advisory LLC grew its holdings in Schwab Long-Term U.S. Treasury ETF (NYSEARCA:SCHQFree Report) by 75.5% during the fourth quarter, Holdings Channel.com reports. The firm owned 88,663 shares of the company’s stock after buying an additional 38,146 shares during the period. Schwab Long-Term U.S. Treasury ETF comprises about 0.7% of Principia Wealth Advisory LLC’s portfolio, making the stock its 17th biggest holding. Principia Wealth Advisory LLC’s holdings in Schwab Long-Term U.S. Treasury ETF were worth $2,811,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in the business. Integrated Wealth Concepts LLC bought a new stake in shares of Schwab Long-Term U.S. Treasury ETF in the 1st quarter valued at approximately $332,000. Jane Street Group LLC bought a new stake in shares of Schwab Long-Term U.S. Treasury ETF in the 2nd quarter valued at approximately $2,229,000. Ameriprise Financial Inc. grew its stake in shares of Schwab Long-Term U.S. Treasury ETF by 7.5% in the 2nd quarter. Ameriprise Financial Inc. now owns 287,241 shares of the company’s stock valued at $9,161,000 after buying an additional 19,942 shares in the last quarter. Bank of America Corp DE grew its stake in shares of Schwab Long-Term U.S. Treasury ETF by 8.7% in the 2nd quarter. Bank of America Corp DE now owns 99,236 shares of the company’s stock valued at $3,165,000 after buying an additional 7,984 shares in the last quarter. Finally, Foundations Investment Advisors LLC grew its stake in shares of Schwab Long-Term U.S. Treasury ETF by 6.9% in the 3rd quarter. Foundations Investment Advisors LLC now owns 38,771 shares of the company’s stock valued at $1,253,000 after buying an additional 2,499 shares in the last quarter.

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

Shares of NYSEARCA SCHQ opened at $31.11 on Friday. The business has a 50 day simple moving average of $31.18 and a 200 day simple moving average of $31.74. Schwab Long-Term U.S. Treasury ETF has a 52 week low of $30.11 and a 52 week high of $33.19.

Schwab Long-Term U.S. Treasury ETF Company Profile

(Free Report)

The Schwab Long-Term U.S. Treasury ETF (SCHQ) is an exchange-traded fund that is based on the Bloomberg US Long Treasury index. The fund tracks a market-value weighted Index of U.S. Investment-grade Treasury bonds with remaining maturities of 10 years or more. SCHQ was launched on Oct 10, 2019 and is managed by Charles Schwab.

Further Reading

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Institutional Ownership by Quarter for Schwab Long-Term U.S. Treasury ETF (NYSEARCA:SCHQ)

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