SMI Advisory Services LLC raised its holdings in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 94.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 299,372 shares of the company’s stock after purchasing an additional 145,610 shares during the quarter. Schwab Short-Term U.S. Treasury ETF accounts for approximately 1.7% of SMI Advisory Services LLC’s portfolio, making the stock its 16th largest position. SMI Advisory Services LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $7,215,000 at the end of the most recent quarter.
Other hedge funds and other institutional investors have also bought and sold shares of the company. Independent Wealth Network Inc. boosted its holdings in Schwab Short-Term U.S. Treasury ETF by 101.3% during the 4th quarter. Independent Wealth Network Inc. now owns 18,479 shares of the company’s stock worth $445,000 after acquiring an additional 9,299 shares during the last quarter. Janney Montgomery Scott LLC purchased a new position in Schwab Short-Term U.S. Treasury ETF during the 4th quarter worth $392,000. Bartlett & CO. Wealth Management LLC boosted its holdings in shares of Schwab Short-Term U.S. Treasury ETF by 121.6% in the 4th quarter. Bartlett & CO. Wealth Management LLC now owns 15,231 shares of the company’s stock worth $366,000 after buying an additional 8,359 shares during the last quarter. ERTS Wealth Advisors LLC boosted its holdings in shares of Schwab Short-Term U.S. Treasury ETF by 102.5% in the 4th quarter. ERTS Wealth Advisors LLC now owns 193,660 shares of the company’s stock worth $4,659,000 after buying an additional 98,036 shares during the last quarter. Finally, MBM Wealth Consultants LLC raised its stake in Schwab Short-Term U.S. Treasury ETF by 156.7% in the 4th quarter. MBM Wealth Consultants LLC now owns 520,812 shares of the company’s stock valued at $12,572,000 after acquiring an additional 317,893 shares during the period.
Schwab Short-Term U.S. Treasury ETF Trading Down 0.1 %
Shares of SCHO opened at $24.17 on Thursday. The business’s 50-day moving average price is $24.16 and its 200-day moving average price is $24.25. Schwab Short-Term U.S. Treasury ETF has a twelve month low of $23.85 and a twelve month high of $24.53.
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.
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