United Capital Financial Advisors LLC Boosts Position in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)

United Capital Financial Advisors LLC lifted its position in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) by 101.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 33,941 shares of the company’s stock after buying an additional 17,054 shares during the quarter. United Capital Financial Advisors LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $817,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Kennebec Savings Bank raised its holdings in shares of Schwab Short-Term U.S. Treasury ETF by 100.0% in the 4th quarter. Kennebec Savings Bank now owns 1,072 shares of the company’s stock valued at $26,000 after acquiring an additional 536 shares in the last quarter. AllSquare Wealth Management LLC increased its position in shares of Schwab Short-Term U.S. Treasury ETF by 99.8% in the fourth quarter. AllSquare Wealth Management LLC now owns 1,091 shares of the company’s stock worth $26,000 after purchasing an additional 545 shares during the last quarter. Smartleaf Asset Management LLC raised its stake in Schwab Short-Term U.S. Treasury ETF by 100.2% in the fourth quarter. Smartleaf Asset Management LLC now owns 1,181 shares of the company’s stock valued at $28,000 after purchasing an additional 591 shares in the last quarter. Spire Wealth Management lifted its position in 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 purchasing an additional 612 shares during the last quarter. Finally, Avion Wealth grew its stake in Schwab Short-Term U.S. Treasury ETF by 100.0% in the 4th quarter. Avion Wealth now owns 1,308 shares of the company’s stock worth $31,000 after buying an additional 654 shares in the last quarter.

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

Shares of NYSEARCA:SCHO opened at $24.36 on Friday. Schwab Short-Term U.S. Treasury ETF has a one year low of $23.85 and a one year high of $24.54. The company’s fifty day moving average price is $24.27 and its 200-day moving average price is $24.22.

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.