Westover Capital Advisors LLC Trims Stock Position in Schwab Short-Term U.S. Treasury ETF $SCHO

Westover Capital Advisors LLC decreased its holdings in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHOFree Report) by 0.9% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 449,523 shares of the company’s stock after selling 4,197 shares during the quarter. Schwab Short-Term U.S. Treasury ETF makes up approximately 2.2% of Westover Capital Advisors LLC’s holdings, making the stock its 11th largest holding. Westover Capital Advisors LLC owned 0.10% of Schwab Short-Term U.S. Treasury ETF worth $10,959,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also modified their holdings of the company. Cerity Partners LLC raised its position in Schwab Short-Term U.S. Treasury ETF by 3.6% in the first quarter. Cerity Partners LLC now owns 61,720 shares of the company’s stock valued at $1,502,000 after purchasing an additional 2,118 shares during the period. Bank of New York Mellon Corp boosted its holdings in Schwab Short-Term U.S. Treasury ETF by 361.0% in the 1st quarter. Bank of New York Mellon Corp now owns 186,561 shares of the company’s stock worth $4,541,000 after acquiring an additional 146,092 shares during the period. Focus Partners Wealth grew its position in Schwab Short-Term U.S. Treasury ETF by 2.1% in the first quarter. Focus Partners Wealth now owns 140,174 shares of the company’s stock valued at $3,412,000 after acquiring an additional 2,848 shares in the last quarter. Marotta Asset Management raised its stake in shares of Schwab Short-Term U.S. Treasury ETF by 99.5% during the second quarter. Marotta Asset Management now owns 573,096 shares of the company’s stock valued at $13,972,000 after purchasing an additional 285,808 shares during the period. Finally, DMC Group LLC raised its stake in shares of Schwab Short-Term U.S. Treasury ETF by 35.6% during the second quarter. DMC Group LLC now owns 76,476 shares of the company’s stock valued at $1,864,000 after purchasing an additional 20,072 shares during the period.

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

Shares of SCHO stock opened at $24.36 on Tuesday. The firm has a fifty day simple moving average of $24.39 and a 200-day simple moving average of $24.33. Schwab Short-Term U.S. Treasury ETF has a twelve month low of $24.06 and a twelve month high of $24.47.

Schwab Short-Term U.S. Treasury ETF Company Profile

(Free Report)

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.

Further Reading

Institutional Ownership by Quarter for Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)

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