TruNorth Capital Management LLC lifted its position in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 6.3% 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 1,937,988 shares of the company’s stock after purchasing an additional 114,013 shares during the period. Schwab Short-Term U.S. Treasury ETF comprises 9.0% of TruNorth Capital Management LLC’s portfolio, making the stock its 3rd largest position. TruNorth Capital Management LLC owned 0.39% of Schwab Short-Term U.S. Treasury ETF worth $47,229,000 at the end of the most recent reporting period.
Other institutional investors have also made changes to their positions in the company. Allworth Financial LP lifted its position in shares of Schwab Short-Term U.S. Treasury ETF by 21.2% during the third quarter. Allworth Financial LP now owns 147,567 shares of the company’s stock worth $3,601,000 after purchasing an additional 25,830 shares in the last quarter. Ballast Advisors LLC lifted its position in shares of Schwab Short-Term U.S. Treasury ETF by 9.4% during the third quarter. Ballast Advisors LLC now owns 623,769 shares of the company’s stock worth $15,220,000 after purchasing an additional 53,596 shares in the last quarter. Access Financial Services Inc. lifted its position in shares of Schwab Short-Term U.S. Treasury ETF by 2.6% during the fourth quarter. Access Financial Services Inc. now owns 1,381,585 shares of the company’s stock worth $33,669,000 after purchasing an additional 34,836 shares in the last quarter. Triad Wealth Partners LLC acquired a new position in shares of Schwab Short-Term U.S. Treasury ETF during the fourth quarter worth $9,879,000. Finally, Blue Sky Capital Consultants Group Inc. lifted its position in shares of Schwab Short-Term U.S. Treasury ETF by 8.7% during the fourth quarter. Blue Sky Capital Consultants Group Inc. now owns 424,225 shares of the company’s stock worth $10,338,000 after purchasing an additional 33,952 shares in the last quarter.
Schwab Short-Term U.S. Treasury ETF Price Performance
NYSEARCA SCHO opened at $24.11 on Friday. The company’s fifty day simple moving average is $24.20 and its 200-day simple moving average is $24.30. Schwab Short-Term U.S. Treasury ETF has a 52 week low of $24.08 and a 52 week high of $24.46.
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.
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