Valpey Financial Services LLC lifted its position in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 2,499.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 5,246,793 shares of the company’s stock after purchasing an additional 5,044,981 shares during the period. Valpey Financial Services LLC owned about 1.06% of Schwab Short-Term U.S. Treasury ETF worth $127,864,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other hedge funds and other institutional investors have also recently modified their holdings of SCHO. Smartleaf Asset Management LLC increased its stake in shares of Schwab Short-Term U.S. Treasury ETF by 235.4% in the third quarter. Smartleaf Asset Management LLC now owns 1,023 shares of the company’s stock worth $25,000 after purchasing an additional 718 shares in the last quarter. Dorato Capital Management purchased a new stake in shares of Schwab Short-Term U.S. Treasury ETF in the fourth quarter worth $26,000. Lowe Brockenbrough & Co. Inc. purchased a new position in Schwab Short-Term U.S. Treasury ETF in the 3rd quarter worth approximately $30,000. Measured Wealth Private Client Group LLC purchased a new position in Schwab Short-Term U.S. Treasury ETF in the 3rd quarter worth approximately $41,000. Finally, MidAtlantic Capital Management Inc. purchased a new position in Schwab Short-Term U.S. Treasury ETF in the 4th quarter worth approximately $48,000.
Schwab Short-Term U.S. Treasury ETF Price Performance
NYSEARCA SCHO opened at $24.19 on Friday. The stock’s 50 day moving average is $24.21 and its 200 day moving average is $24.31. Schwab Short-Term U.S. Treasury ETF has a 12 month low of $24.10 and a 12 month 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.
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