EP Wealth Advisors LLC Buys New Stake in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)

EP Wealth Advisors LLC bought a new stake in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 2,548 shares of the company’s stock, valued at approximately $123,000.

Several other large investors have also recently bought and sold shares of the business. Econ Financial Services Corp increased its holdings in Schwab Short-Term U.S. Treasury ETF by 1.1% in the fourth quarter. Econ Financial Services Corp now owns 20,578 shares of the company’s stock valued at $997,000 after buying an additional 224 shares during the last quarter. Jackson Creek Investment Advisors LLC grew its holdings in shares of Schwab Short-Term U.S. Treasury ETF by 0.5% during the fourth quarter. Jackson Creek Investment Advisors LLC now owns 43,022 shares of the company’s stock worth $2,084,000 after purchasing an additional 231 shares during the last quarter. Win Advisors Inc. grew its holdings in shares of Schwab Short-Term U.S. Treasury ETF by 2.8% during the first quarter. Win Advisors Inc. now owns 9,361 shares of the company’s stock worth $451,000 after purchasing an additional 254 shares during the last quarter. Altfest L J & Co. Inc. grew its holdings in shares of Schwab Short-Term U.S. Treasury ETF by 2.1% during the first quarter. Altfest L J & Co. Inc. now owns 12,751 shares of the company’s stock worth $615,000 after purchasing an additional 258 shares during the last quarter. Finally, EWG Elevate Inc. grew its holdings in shares of Schwab Short-Term U.S. Treasury ETF by 2.8% during the first quarter. EWG Elevate Inc. now owns 9,885 shares of the company’s stock worth $477,000 after purchasing an additional 271 shares during the last quarter.

Schwab Short-Term U.S. Treasury ETF Stock Up 0.1 %

Shares of SCHO stock opened at $48.39 on Friday. Schwab Short-Term U.S. Treasury ETF has a 1 year low of $47.65 and a 1 year high of $48.65. The stock’s 50-day moving average is $48.09 and its two-hundred day moving average is $48.13.

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.