Brandywine Oak Private Wealth LLC Has $33.40 Million Stock Position in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)

Brandywine Oak Private Wealth LLC reduced its position in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) by 0.6% in the 4th quarter, HoldingsChannel.com reports. The firm owned 689,381 shares of the company’s stock after selling 4,053 shares during the quarter. Schwab Short-Term U.S. Treasury ETF comprises approximately 3.7% of Brandywine Oak Private Wealth LLC’s portfolio, making the stock its 7th biggest holding. Brandywine Oak Private Wealth LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $33,401,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the company. Stifel Financial Corp boosted its holdings in Schwab Short-Term U.S. Treasury ETF by 1.6% in the 3rd quarter. Stifel Financial Corp now owns 2,312,242 shares of the company’s stock worth $110,734,000 after buying an additional 37,402 shares during the period. Western Wealth Management LLC grew its position in shares of Schwab Short-Term U.S. Treasury ETF by 69.1% in the fourth quarter. Western Wealth Management LLC now owns 26,230 shares of the company’s stock valued at $1,271,000 after purchasing an additional 10,720 shares in the last quarter. Wealthfront Advisers LLC raised its stake in shares of Schwab Short-Term U.S. Treasury ETF by 583.8% during the 3rd quarter. Wealthfront Advisers LLC now owns 2,412,867 shares of the company’s stock valued at $115,552,000 after purchasing an additional 2,060,004 shares during the period. Financial Gravity Asset Management Inc. lifted its holdings in Schwab Short-Term U.S. Treasury ETF by 3,381.3% during the 3rd quarter. Financial Gravity Asset Management Inc. now owns 1,671 shares of the company’s stock worth $80,000 after purchasing an additional 1,623 shares in the last quarter. Finally, OneAscent Financial Services LLC boosted its stake in Schwab Short-Term U.S. Treasury ETF by 22.5% in the 4th quarter. OneAscent Financial Services LLC now owns 5,228 shares of the company’s stock worth $253,000 after purchasing an additional 959 shares during the period.

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

SCHO stock traded up $0.04 during mid-day trading on Wednesday, reaching $47.72. 761,545 shares of the company traded hands, compared to its average volume of 1,717,718. Schwab Short-Term U.S. Treasury ETF has a 52-week low of $47.65 and a 52-week high of $48.98. The company has a fifty day moving average price of $48.05 and a 200-day moving average price of $48.15.

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.