Venturi Wealth Management LLC Has $302,000 Holdings in Schwab Short-Term U.S. Treasury ETF $SCHO

Venturi Wealth Management LLC boosted its stake in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHOFree Report) by 23.8% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 12,381 shares of the company’s stock after purchasing an additional 2,381 shares during the quarter. Venturi Wealth Management LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $302,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of SCHO. Morling Financial Advisors LLC acquired a new position in Schwab Short-Term U.S. Treasury ETF in the first quarter valued at about $25,000. Rossby Financial LCC acquired a new position in Schwab Short-Term U.S. Treasury ETF in the first quarter valued at about $26,000. von Borstel & Associates Inc. acquired a new position in Schwab Short-Term U.S. Treasury ETF during the first quarter worth about $27,000. Cooksen Wealth LLC acquired a new position in Schwab Short-Term U.S. Treasury ETF during the first quarter worth about $32,000. Finally, GSB Wealth Management LLC raised its stake in Schwab Short-Term U.S. Treasury ETF by 95.9% during the second quarter. GSB Wealth Management LLC now owns 1,336 shares of the company’s stock worth $33,000 after acquiring an additional 654 shares in the last quarter.

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

Shares of NYSEARCA SCHO opened at $24.39 on Friday. Schwab Short-Term U.S. Treasury ETF has a 12 month low of $24.06 and a 12 month high of $24.47. The stock has a 50-day moving average price of $24.36 and a two-hundred day moving average price of $24.32.

Schwab Short-Term U.S. Treasury ETF Profile

(Free Report)

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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Institutional Ownership by Quarter for Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)

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