Team Financial Group LLC Increases Holdings in Schwab Short-Term U.S. Treasury ETF $SCHO

Team Financial Group LLC increased its stake in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) by 70.0% during the first quarter, according to its most recent filing with the SEC. The fund owned 64,830 shares of the company’s stock after buying an additional 26,694 shares during the quarter. Schwab Short-Term U.S. Treasury ETF accounts for approximately 0.7% of Team Financial Group LLC’s portfolio, making the stock its 17th largest holding. Team Financial Group LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $1,573,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the stock. Measured Wealth Private Client Group LLC boosted its stake in Schwab Short-Term U.S. Treasury ETF by 25.7% in the fourth quarter. Measured Wealth Private Client Group LLC now owns 2,107 shares of the company’s stock valued at $51,000 after acquiring an additional 431 shares during the last quarter. Bank of Marin raised its holdings in shares of Schwab Short-Term U.S. Treasury ETF by 0.5% in the 4th quarter. Bank of Marin now owns 81,095 shares of the company’s stock worth $1,976,000 after purchasing an additional 432 shares during the period. Diversified Trust Co lifted its stake in Schwab Short-Term U.S. Treasury ETF by 0.6% in the first quarter. Diversified Trust Co now owns 70,165 shares of the company’s stock valued at $1,703,000 after purchasing an additional 444 shares during the last quarter. Sherman Asset Management Inc. lifted its stake in Schwab Short-Term U.S. Treasury ETF by 1.2% in the second quarter. Sherman Asset Management Inc. now owns 38,821 shares of the company’s stock valued at $946,000 after purchasing an additional 464 shares during the last quarter. Finally, Altfest L J & Co. Inc. grew its holdings in Schwab Short-Term U.S. Treasury ETF by 1.6% during the fourth quarter. Altfest L J & Co. Inc. now owns 30,311 shares of the company’s stock valued at $739,000 after purchasing an additional 480 shares during the period.

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

Shares of NYSEARCA SCHO opened at $24.07 on Monday. The stock has a fifty day simple moving average of $24.13 and a two-hundred day simple moving average of $24.25. Schwab Short-Term U.S. Treasury ETF has a 1-year low of $24.04 and a 1-year 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.