Exencial Wealth Advisors LLC Acquires 18,361 Shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)

Exencial Wealth Advisors LLC raised its holdings in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) by 117.3% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 34,009 shares of the company’s stock after purchasing an additional 18,361 shares during the period. Exencial Wealth Advisors LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $818,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Kennebec Savings Bank bought a new stake in shares of Schwab Short-Term U.S. Treasury ETF during the third quarter valued at approximately $26,000. Golden State Wealth Management LLC bought a new stake in shares of Schwab Short-Term U.S. Treasury ETF during the fourth quarter valued at approximately $26,000. Aspect Partners LLC bought a new stake in shares of Schwab Short-Term U.S. Treasury ETF during the fourth quarter valued at approximately $26,000. Smartleaf Asset Management LLC increased its position in shares of Schwab Short-Term U.S. Treasury ETF by 100.2% during the fourth quarter. Smartleaf Asset Management LLC now owns 1,181 shares of the company’s stock valued at $28,000 after acquiring an additional 591 shares in the last quarter. Finally, Spire Wealth Management increased its position in shares of Schwab Short-Term U.S. Treasury ETF by 100.0% during the fourth quarter. Spire Wealth Management now owns 1,224 shares of the company’s stock valued at $29,000 after acquiring an additional 612 shares in the last quarter.

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

Shares of SCHO opened at $24.24 on Thursday. The firm has a 50 day moving average of $24.17 and a 200 day 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.