Krilogy Financial LLC Cuts Holdings in Schwab Short-Term U.S. Treasury ETF $SCHO

Krilogy Financial LLC reduced its holdings in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) by 51.6% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 24,824 shares of the company’s stock after selling 26,506 shares during the quarter. Krilogy Financial LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $602,000 at the end of the most recent quarter.

Other institutional investors have also recently modified their holdings of the company. Allworth Financial LP grew its position in Schwab Short-Term U.S. Treasury ETF by 21.2% during the third quarter. Allworth Financial LP now owns 147,567 shares of the company’s stock worth $3,601,000 after buying an additional 25,830 shares during the period. Ballast Advisors LLC lifted its position in shares of Schwab Short-Term U.S. Treasury ETF by 9.4% during the 3rd quarter. Ballast Advisors LLC now owns 623,769 shares of the company’s stock valued at $15,220,000 after acquiring an additional 53,596 shares during the period. Access Financial Services Inc. lifted its position in shares of Schwab Short-Term U.S. Treasury ETF by 2.6% during the 4th quarter. Access Financial Services Inc. now owns 1,381,585 shares of the company’s stock valued at $33,669,000 after acquiring an additional 34,836 shares during the period. Triad Wealth Partners LLC purchased a new stake in shares of Schwab Short-Term U.S. Treasury ETF during the 4th quarter worth approximately $9,879,000. Finally, Merit Financial Group LLC boosted its stake in shares of Schwab Short-Term U.S. Treasury ETF by 20.9% during the 4th quarter. Merit Financial Group LLC now owns 1,889,316 shares of the company’s stock worth $46,043,000 after acquiring an additional 327,024 shares in the last quarter.

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

SCHO opened at $24.15 on Friday. The stock’s 50 day simple moving average is $24.16 and its 200 day simple moving average is $24.27. Schwab Short-Term U.S. Treasury ETF has a 1-year low of $24.06 and a 1-year high of $24.46.

Schwab Short-Term U.S. Treasury ETF 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.