Core Wealth Partners LLC lifted its holdings in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 101.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 21,623 shares of the company’s stock after acquiring an additional 10,886 shares during the period. Core Wealth Partners LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $520,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds also recently made changes to their positions in SCHO. Ausdal Financial Partners Inc. increased its holdings in Schwab Short-Term U.S. Treasury ETF by 199.5% during the 4th quarter. Ausdal Financial Partners Inc. now owns 79,424 shares of the company’s stock worth $1,911,000 after purchasing an additional 52,906 shares in the last quarter. Financial Engines Advisors L.L.C. grew its holdings in Schwab Short-Term U.S. Treasury ETF by 82.6% during the fourth quarter. Financial Engines Advisors L.L.C. now owns 24,113 shares of the company’s stock worth $580,000 after buying an additional 10,909 shares in the last quarter. Financial Counselors Inc. raised its position in Schwab Short-Term U.S. Treasury ETF by 118.3% in the 4th quarter. Financial Counselors Inc. now owns 1,153,083 shares of the company’s stock valued at $27,743,000 after buying an additional 624,920 shares during the last quarter. Journey Beyond Wealth LLC bought a new position in Schwab Short-Term U.S. Treasury ETF during the 4th quarter valued at $3,257,000. Finally, Signature Estate & Investment Advisors LLC boosted its holdings in Schwab Short-Term U.S. Treasury ETF by 90.3% during the 4th quarter. Signature Estate & Investment Advisors LLC now owns 62,556 shares of the company’s stock worth $1,505,000 after acquiring an additional 29,684 shares during the last quarter.
Schwab Short-Term U.S. Treasury ETF Trading Up 0.1 %
NYSEARCA SCHO opened at $24.29 on Wednesday. The company has a fifty day moving average price of $24.22 and a 200-day moving average price of $24.24. Schwab Short-Term U.S. Treasury ETF has a 1 year low of $23.85 and a 1 year 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.
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