Sellwood Investment Partners LLC Makes New $1.72 Million Investment in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)

Sellwood Investment Partners LLC purchased a new stake in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 71,260 shares of the company’s stock, valued at approximately $1,715,000. Schwab Short-Term U.S. Treasury ETF comprises about 0.9% of Sellwood Investment Partners LLC’s investment portfolio, making the stock its 14th biggest holding.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Core Wealth Partners LLC grew its holdings in Schwab Short-Term U.S. Treasury ETF by 101.4% during the fourth quarter. Core Wealth Partners LLC now owns 21,623 shares of the company’s stock valued at $520,000 after purchasing an additional 10,886 shares during the period. Ausdal Financial Partners Inc. increased its holdings in Schwab Short-Term U.S. Treasury ETF by 199.5% in the 4th quarter. Ausdal Financial Partners Inc. now owns 79,424 shares of the company’s stock worth $1,911,000 after acquiring an additional 52,906 shares in the last quarter. Financial Engines Advisors L.L.C. raised its stake in Schwab Short-Term U.S. Treasury ETF by 82.6% during the 4th quarter. Financial Engines Advisors L.L.C. now owns 24,113 shares of the company’s stock worth $580,000 after acquiring an additional 10,909 shares during the period. Financial Counselors Inc. lifted its holdings in Schwab Short-Term U.S. Treasury ETF by 118.3% during the fourth quarter. Financial Counselors Inc. now owns 1,153,083 shares of the company’s stock valued at $27,743,000 after purchasing an additional 624,920 shares in the last quarter. Finally, Journey Beyond Wealth LLC bought a new position in shares of Schwab Short-Term U.S. Treasury ETF in the fourth quarter worth approximately $3,257,000.

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

NYSEARCA:SCHO opened at $24.29 on Wednesday. The business’s 50-day simple moving average is $24.22 and its two-hundred day simple moving average is $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 Company 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.