Wealth Forward LLC grew its stake in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 1,827.1% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 544,703 shares of the company’s stock after buying an additional 516,438 shares during the quarter. Schwab Short-Term U.S. Treasury ETF accounts for approximately 5.8% of Wealth Forward LLC’s portfolio, making the stock its 4th biggest position. Wealth Forward LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $12,997,000 at the end of the most recent reporting period.
Other institutional investors and hedge funds have also made changes to their positions in the company. NBT Bank N A NY increased its stake 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 buying an additional 1,278 shares during the period. Physician Wealth Advisors Inc. acquired a new stake in Schwab Short-Term U.S. Treasury ETF in the first quarter valued at approximately $34,000. Continuum Advisory LLC purchased a new position in Schwab Short-Term U.S. Treasury ETF in the second quarter worth approximately $38,000. Kennebec Savings Bank lifted its stake in Schwab Short-Term U.S. Treasury ETF by 78.2% in the first quarter. Kennebec Savings Bank now owns 1,900 shares of the company’s stock worth $46,000 after acquiring an additional 834 shares during the last quarter. Finally, Gilpin Wealth Management LLC lifted its stake in Schwab Short-Term U.S. Treasury ETF by 48.2% in the third quarter. Gilpin Wealth Management LLC now owns 2,075 shares of the company’s stock worth $50,000 after acquiring an additional 675 shares during the last quarter.
Schwab Short-Term U.S. Treasury ETF Trading Down 0.1%
NYSEARCA SCHO traded down $0.03 on Wednesday, hitting $23.84. 3,749,855 shares of the stock were exchanged, compared to its average volume of 4,044,704. Schwab Short-Term U.S. Treasury ETF has a fifty-two week low of $23.79 and a fifty-two week high of $24.46. The company has a 50-day moving average price of $23.97 and a 200-day moving average price of $24.09.
About Schwab Short-Term U.S. Treasury ETF
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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