Concurrent Investment Advisors LLC lifted its stake in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 145.5% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 21,456 shares of the company’s stock after purchasing an additional 12,717 shares during the quarter. Concurrent Investment Advisors LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $516,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Cumberland Partners Ltd lifted its stake in shares of Schwab Short-Term U.S. Treasury ETF by 87.4% during the 4th quarter. Cumberland Partners Ltd now owns 45,470 shares of the company’s stock worth $1,094,000 after acquiring an additional 21,205 shares during the last quarter. Abacus Planning Group Inc. lifted its stake in shares of Schwab Short-Term U.S. Treasury ETF by 93.2% during the 4th quarter. Abacus Planning Group Inc. now owns 309,545 shares of the company’s stock worth $7,448,000 after acquiring an additional 149,344 shares during the last quarter. Private Advisor Group LLC lifted its stake in shares of Schwab Short-Term U.S. Treasury ETF by 143.9% during the 4th quarter. Private Advisor Group LLC now owns 112,646 shares of the company’s stock worth $2,710,000 after acquiring an additional 66,456 shares during the last quarter. Pasadena Private Wealth LLC lifted its stake in shares of Schwab Short-Term U.S. Treasury ETF by 492.1% during the 4th quarter. Pasadena Private Wealth LLC now owns 195,664 shares of the company’s stock worth $4,708,000 after acquiring an additional 162,620 shares during the last quarter. Finally, Global Retirement Partners LLC lifted its stake in shares of Schwab Short-Term U.S. Treasury ETF by 125.3% during the 4th quarter. Global Retirement Partners LLC now owns 45,273 shares of the company’s stock worth $1,089,000 after acquiring an additional 25,182 shares during the last quarter.
Schwab Short-Term U.S. Treasury ETF Price Performance
Shares of NYSEARCA SCHO opened at $24.22 on Tuesday. The business has a fifty day simple moving average of $24.15 and a two-hundred day simple moving average of $24.25. Schwab Short-Term U.S. Treasury ETF has a twelve month low of $23.85 and a twelve month high of $24.53.
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.
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