Trevian Wealth Management LLC Acquires Shares of 39,081 Schwab Short-Term U.S. Treasury ETF $SCHO

Trevian Wealth Management LLC bought a new position in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 39,081 shares of the company’s stock, valued at approximately $954,000. Schwab Short-Term U.S. Treasury ETF accounts for approximately 0.5% of Trevian Wealth Management LLC’s portfolio, making the stock its 21st biggest holding.

Other institutional investors have also made changes to their positions in the company. MFG Wealth Management Inc. acquired a new position in Schwab Short-Term U.S. Treasury ETF in the 3rd quarter valued at $1,298,000. Gilbert Capital Group Inc. acquired a new position in Schwab Short-Term U.S. Treasury ETF in the second quarter valued at about $3,693,000. Blue Sky Capital Consultants Group Inc. lifted its position in Schwab Short-Term U.S. Treasury ETF by 1,553.0% during the third quarter. Blue Sky Capital Consultants Group Inc. now owns 390,273 shares of the company’s stock worth $9,523,000 after purchasing an additional 366,663 shares during the period. Burk Holdings LLC acquired a new stake in Schwab Short-Term U.S. Treasury ETF during the second quarter worth about $934,000. Finally, Barnes Dennig Private Wealth Management LLC acquired a new stake in Schwab Short-Term U.S. Treasury ETF during the third quarter worth about $1,053,000.

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

Shares of NYSEARCA:SCHO opened at $24.38 on Friday. The firm has a 50 day moving average of $24.37 and a 200-day moving average of $24.36. Schwab Short-Term U.S. Treasury ETF has a 12 month low of $24.10 and a 12 month high of $24.47.

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.