Creative Planning Lowers Stock Holdings in Schwab Short-Term U.S. Treasury ETF $SCHO

Creative Planning lowered its position in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHOFree Report) by 2.1% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 434,959 shares of the company’s stock after selling 9,183 shares during the period. Creative Planning’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $10,604,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Brighton Jones LLC raised its holdings in shares of Schwab Short-Term U.S. Treasury ETF by 227.2% in the 4th quarter. Brighton Jones LLC now owns 18,449 shares of the company’s stock valued at $444,000 after acquiring an additional 12,810 shares in the last quarter. Bank of New York Mellon Corp increased its position in shares of Schwab Short-Term U.S. Treasury ETF by 361.0% in the first quarter. Bank of New York Mellon Corp now owns 186,561 shares of the company’s stock worth $4,541,000 after purchasing an additional 146,092 shares during the last quarter. Cerity Partners LLC raised its stake in Schwab Short-Term U.S. Treasury ETF by 3.6% in the first quarter. Cerity Partners LLC now owns 61,720 shares of the company’s stock valued at $1,502,000 after purchasing an additional 2,118 shares in the last quarter. IFP Advisors Inc raised its stake in Schwab Short-Term U.S. Treasury ETF by 60.1% in the first quarter. IFP Advisors Inc now owns 27,391 shares of the company’s stock valued at $667,000 after purchasing an additional 10,287 shares in the last quarter. Finally, J.W. Cole Advisors Inc. lifted its position in Schwab Short-Term U.S. Treasury ETF by 24.3% during the first quarter. J.W. Cole Advisors Inc. now owns 40,925 shares of the company’s stock valued at $996,000 after purchasing an additional 8,010 shares during the last quarter.

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

Shares of NYSEARCA:SCHO opened at $24.37 on Wednesday. The company’s fifty day moving average price is $24.39 and its 200-day moving average price is $24.33. Schwab Short-Term U.S. Treasury ETF has a one year low of $24.06 and a one year high of $24.47.

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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