Plan A Wealth LLC increased its position in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 7.7% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 310,692 shares of the company’s stock after buying an additional 22,175 shares during the period. Schwab Short-Term U.S. Treasury ETF accounts for approximately 2.5% of Plan A Wealth LLC’s investment portfolio, making the stock its 8th biggest position. Plan A Wealth LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $7,413,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds have also recently added to or reduced their stakes in SCHO. Tactive Advisors LLC raised its position in Schwab Short-Term U.S. Treasury ETF by 95.6% during the third quarter. Tactive Advisors LLC now owns 22,179 shares of the company’s stock worth $529,000 after acquiring an additional 10,840 shares in the last quarter. Peterson Wealth Advisors LLC grew its position in shares of Schwab Short-Term U.S. Treasury ETF by 8.9% in the 3rd quarter. Peterson Wealth Advisors LLC now owns 531,181 shares of the company’s stock valued at $12,674,000 after acquiring an additional 43,227 shares during the period. Toth Financial Advisory Corp bought a new position in shares of Schwab Short-Term U.S. Treasury ETF in the 3rd quarter valued at about $120,000. Elm3 Financial Group LLC acquired a new position in shares of Schwab Short-Term U.S. Treasury ETF during the 3rd quarter worth about $268,000. Finally, SigFig Wealth Management LLC increased its stake in shares of Schwab Short-Term U.S. Treasury ETF by 3.1% during the 3rd quarter. SigFig Wealth Management LLC now owns 126,962 shares of the company’s stock worth $3,029,000 after purchasing an additional 3,877 shares during the last quarter.
Schwab Short-Term U.S. Treasury ETF Stock Up 0.1%
Shares of SCHO stock traded up $0.01 on Thursday, reaching $23.86. The stock had a trading volume of 3,183,283 shares, compared to its average volume of 4,050,588. Schwab Short-Term U.S. Treasury ETF has a 12 month low of $23.79 and a 12 month high of $24.46. The firm’s 50-day moving average is $23.99 and its two-hundred day moving average is $24.10.
About Schwab Short-Term U.S. Treasury ETF
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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