Schwab Short-Term U.S. Treasury ETF $SCHO Stock Purchased by BFI Wealth Solutions LLC

BFI Wealth Solutions LLC grew its holdings in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) by 68.0% in the 3rd quarter, Holdings Channel reports. The fund owned 200,715 shares of the company’s stock after purchasing an additional 81,250 shares during the quarter. Schwab Short-Term U.S. Treasury ETF accounts for 3.3% of BFI Wealth Solutions LLC’s portfolio, making the stock its 8th biggest position. BFI Wealth Solutions LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $4,789,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. NBT Bank N A NY raised its position in shares of Schwab Short-Term U.S. Treasury ETF by 5,325.0% during the first quarter. NBT Bank N A NY now owns 1,302 shares of the company’s stock worth $32,000 after purchasing an additional 1,278 shares during the period. Physician Wealth Advisors Inc. acquired a new position in shares of Schwab Short-Term U.S. Treasury ETF in the 1st quarter valued at approximately $34,000. Continuum Advisory LLC acquired a new position in shares of Schwab Short-Term U.S. Treasury ETF in the 2nd quarter valued at approximately $38,000. Kennebec Savings Bank grew its position in shares of Schwab Short-Term U.S. Treasury ETF by 78.2% in the 1st quarter. Kennebec Savings Bank now owns 1,900 shares of the company’s stock valued at $46,000 after purchasing an additional 834 shares during the period. Finally, Gilpin Wealth Management LLC increased its stake in Schwab Short-Term U.S. Treasury ETF by 48.2% during the 3rd quarter. Gilpin Wealth Management LLC now owns 2,075 shares of the company’s stock worth $50,000 after purchasing an additional 675 shares in the last quarter.

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

NYSEARCA SCHO opened at $23.92 on Friday. The business has a 50 day simple moving average of $23.96 and a 200 day simple moving average of $24.08. Schwab Short-Term U.S. Treasury ETF has a 52-week low of $23.79 and a 52-week high of $24.46.

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.