Schwab Short-Term U.S. Treasury ETF $SCHO is Holcombe Financial Inc.’s 2nd Largest Position

Holcombe Financial Inc. reduced its position in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) by 10.2% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 959,862 shares of the company’s stock after selling 109,348 shares during the quarter. Schwab Short-Term U.S. Treasury ETF comprises approximately 14.7% of Holcombe Financial Inc.’s portfolio, making the stock its 2nd biggest position. Holcombe Financial Inc. owned approximately 0.20% of Schwab Short-Term U.S. Treasury ETF worth $23,392,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of the business. Evanson Asset Management LLC boosted its stake in Schwab Short-Term U.S. Treasury ETF by 1.0% during the 3rd quarter. Evanson Asset Management LLC now owns 43,932 shares of the company’s stock worth $1,072,000 after purchasing an additional 445 shares during the period. Sherman Asset Management Inc. increased its stake in Schwab Short-Term U.S. Treasury ETF by 1.2% in the second quarter. Sherman Asset Management Inc. now owns 38,821 shares of the company’s stock valued at $946,000 after purchasing an additional 464 shares during the period. Altfest L J & Co. Inc. increased its stake in Schwab Short-Term U.S. Treasury ETF by 1.6% in the fourth quarter. Altfest L J & Co. Inc. now owns 30,311 shares of the company’s stock valued at $739,000 after purchasing an additional 480 shares during the period. WMG Financial Advisors LLC raised its holdings in shares of Schwab Short-Term U.S. Treasury ETF by 4.7% in the third quarter. WMG Financial Advisors LLC now owns 10,753 shares of the company’s stock valued at $262,000 after buying an additional 485 shares during the last quarter. Finally, Stonekeep Investments LLC boosted its stake in shares of Schwab Short-Term U.S. Treasury ETF by 3.6% during the third quarter. Stonekeep Investments LLC now owns 14,080 shares of the company’s stock worth $344,000 after buying an additional 493 shares during the period.

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

NYSEARCA SCHO opened at $24.30 on Monday. Schwab Short-Term U.S. Treasury ETF has a 52-week low of $24.17 and a 52-week high of $24.47. The business’s 50-day moving average price is $24.30 and its 200 day moving average price is $24.35.

Schwab Short-Term U.S. Treasury ETF Company 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.