Dopkins Wealth Management LLC Buys 27,231 Shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)

Dopkins Wealth Management LLC boosted its stake in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) by 610.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 31,691 shares of the company’s stock after purchasing an additional 27,231 shares during the period. Dopkins Wealth Management LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $762,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Kennebec Savings Bank lifted its stake in Schwab Short-Term U.S. Treasury ETF by 100.0% in the 4th quarter. Kennebec Savings Bank now owns 1,072 shares of the company’s stock valued at $26,000 after purchasing an additional 536 shares during the last quarter. Golden State Wealth Management LLC bought a new position in Schwab Short-Term U.S. Treasury ETF in the 4th quarter valued at approximately $26,000. Aspect Partners LLC bought a new position in Schwab Short-Term U.S. Treasury ETF in the 4th quarter valued at approximately $26,000. Smartleaf Asset Management LLC raised its stake in shares of Schwab Short-Term U.S. Treasury ETF by 100.2% during the fourth quarter. Smartleaf Asset Management LLC now owns 1,181 shares of the company’s stock valued at $28,000 after acquiring an additional 591 shares during the last quarter. Finally, Spire Wealth Management raised its stake in shares of Schwab Short-Term U.S. Treasury ETF by 100.0% during the fourth quarter. Spire Wealth Management now owns 1,224 shares of the company’s stock valued at $29,000 after acquiring an additional 612 shares during the last quarter.

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

SCHO stock opened at $24.25 on Tuesday. The company has a fifty day moving average price of $24.20 and a 200-day moving average price of $24.24. Schwab Short-Term U.S. Treasury ETF has a 52-week low of $23.85 and a 52-week high of $24.54.

Schwab Short-Term U.S. Treasury ETF Profile

The Schwab Short-Term U.S. Treasury ETF (SCHO) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a market-value-weighted index of debt issued by the US Treasury, excluding STRIPS, with remaining maturity of 1-3 years. SCHO was launched on Aug 5, 2010 and is managed by Charles Schwab.