SVB Wealth LLC trimmed its holdings in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Get Rating) by 30.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,082 shares of the company’s stock after selling 2,689 shares during the quarter. SVB Wealth LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $293,000 at the end of the most recent quarter.
Other institutional investors have also recently added to or reduced their stakes in the company. Foster & Motley Inc. lifted its position in shares of Schwab Short-Term U.S. Treasury ETF by 3.8% during the 4th quarter. Foster & Motley Inc. now owns 5,673 shares of the company’s stock valued at $274,000 after acquiring an additional 207 shares during the period. Versant Capital Management Inc lifted its position in shares of Schwab Short-Term U.S. Treasury ETF by 10.2% during the 4th quarter. Versant Capital Management Inc now owns 3,000 shares of the company’s stock valued at $145,000 after acquiring an additional 278 shares during the period. Brighton Jones LLC lifted its position in shares of Schwab Short-Term U.S. Treasury ETF by 3.6% during the 3rd quarter. Brighton Jones LLC now owns 8,934 shares of the company’s stock valued at $431,000 after acquiring an additional 309 shares during the period. Asset Dedication LLC lifted its position in shares of Schwab Short-Term U.S. Treasury ETF by 8.4% during the 4th quarter. Asset Dedication LLC now owns 4,005 shares of the company’s stock valued at $193,000 after acquiring an additional 310 shares during the period. Finally, Laurel Wealth Advisors Inc. lifted its position in shares of Schwab Short-Term U.S. Treasury ETF by 1.3% during the 1st quarter. Laurel Wealth Advisors Inc. now owns 27,237 shares of the company’s stock valued at $1,349,000 after acquiring an additional 358 shares during the period.
Schwab Short-Term U.S. Treasury ETF Stock Performance
SCHO opened at $48.29 on Friday. The company’s fifty day moving average price is $48.70 and its two-hundred day moving average price is $48.46. Schwab Short-Term U.S. Treasury ETF has a 1-year low of $47.78 and a 1-year high of $49.63.
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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