Schwab Short-Term U.S. Treasury ETF $SCHO Shares Sold by WorthPointe LLC

WorthPointe LLC reduced its stake in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) by 43.2% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 46,491 shares of the company’s stock after selling 35,426 shares during the quarter. WorthPointe LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $1,122,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also added to or reduced their stakes in SCHO. MGO One Seven LLC increased its stake in Schwab Short-Term U.S. Treasury ETF by 10.4% during the 4th quarter. MGO One Seven LLC now owns 293,798 shares of the company’s stock worth $7,160,000 after buying an additional 27,726 shares in the last quarter. Ameritas Advisory Services LLC boosted its stake in shares of Schwab Short-Term U.S. Treasury ETF by 12,775.4% in the fourth quarter. Ameritas Advisory Services LLC now owns 91,930 shares of the company’s stock worth $2,240,000 after acquiring an additional 91,216 shares during the last quarter. Trevian Wealth Management LLC lifted its holdings in Schwab Short-Term U.S. Treasury ETF by 99.5% in the 4th quarter. Trevian Wealth Management LLC now owns 77,975 shares of the company’s stock valued at $1,900,000 after purchasing an additional 38,894 shares in the last quarter. Avior Wealth Management LLC lifted its holdings in Schwab Short-Term U.S. Treasury ETF by 2.4% in the 2nd quarter. Avior Wealth Management LLC now owns 1,083,719 shares of the company’s stock valued at $26,161,000 after purchasing an additional 25,548 shares in the last quarter. Finally, Truist Financial Corp boosted its stake in Schwab Short-Term U.S. Treasury ETF by 7.3% during the 4th quarter. Truist Financial Corp now owns 845,565 shares of the company’s stock worth $20,606,000 after purchasing an additional 57,480 shares during the last quarter.

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

Schwab Short-Term U.S. Treasury ETF stock opened at $23.99 on Thursday. Schwab Short-Term U.S. Treasury ETF has a 52-week low of $23.98 and a 52-week high of $24.46. The company has a fifty day simple moving average of $24.08 and a 200-day simple moving average of $24.17.

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.