Western Wealth Management LLC increased its holdings in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 118.6% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 63,922 shares of the company’s stock after acquiring an additional 34,676 shares during the period. Western Wealth Management LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $1,551,000 at the end of the most recent quarter.
Other institutional investors also recently modified their holdings of the company. CIBC Private Wealth Group LLC grew its stake in Schwab Short-Term U.S. Treasury ETF by 138.7% in the 4th quarter. CIBC Private Wealth Group LLC now owns 1,031 shares of the company’s stock valued at $25,000 after purchasing an additional 599 shares during the period. Simplex Trading LLC raised its stake in shares of Schwab Short-Term U.S. Treasury ETF by 5,315.0% during the 4th quarter. Simplex Trading LLC now owns 1,083 shares of the company’s stock worth $26,000 after purchasing an additional 1,063 shares during the period. NBT Bank N A NY raised its stake in shares of Schwab Short-Term U.S. Treasury ETF by 5,325.0% during the 1st quarter. NBT Bank N A NY now owns 1,302 shares of the company’s stock worth $32,000 after purchasing an additional 1,278 shares during the period. Physician Wealth Advisors Inc. purchased a new position in shares of Schwab Short-Term U.S. Treasury ETF in the 1st quarter worth about $34,000. Finally, Gilpin Wealth Management LLC purchased a new position in shares of Schwab Short-Term U.S. Treasury ETF in the 4th quarter worth about $39,000.
Schwab Short-Term U.S. Treasury ETF Stock Performance
SCHO opened at $24.08 on Thursday. The firm has a 50-day moving average of $24.09 and a 200 day moving average of $24.20. Schwab Short-Term U.S. Treasury ETF has a fifty-two week low of $24.02 and a fifty-two week high of $24.46.
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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