Trek Financial LLC Has $1.10 Million Holdings in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)

Trek Financial LLC grew its holdings in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) by 246.0% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 22,453 shares of the company’s stock after purchasing an additional 15,964 shares during the period. Trek Financial LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $1,095,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Commonwealth Equity Services LLC boosted its position in shares of Schwab Short-Term U.S. Treasury ETF by 17.7% during the 1st quarter. Commonwealth Equity Services LLC now owns 78,277 shares of the company’s stock worth $3,819,000 after acquiring an additional 11,782 shares in the last quarter. B. Riley Wealth Advisors Inc. boosted its position in shares of Schwab Short-Term U.S. Treasury ETF by 17.3% during the 4th quarter. B. Riley Wealth Advisors Inc. now owns 158,814 shares of the company’s stock worth $7,661,000 after acquiring an additional 23,474 shares in the last quarter. Harbour Investments Inc. boosted its position in shares of Schwab Short-Term U.S. Treasury ETF by 64.5% during the 4th quarter. Harbour Investments Inc. now owns 161,217 shares of the company’s stock worth $7,777,000 after acquiring an additional 63,184 shares in the last quarter. EverSource Wealth Advisors LLC boosted its position in shares of Schwab Short-Term U.S. Treasury ETF by 175.4% during the 4th quarter. EverSource Wealth Advisors LLC now owns 6,175 shares of the company’s stock worth $298,000 after acquiring an additional 3,933 shares in the last quarter. Finally, Stephens Group Asset Management LLC boosted its position in shares of Schwab Short-Term U.S. Treasury ETF by 2.7% during the 1st quarter. Stephens Group Asset Management LLC now owns 357,112 shares of the company’s stock worth $17,424,000 after acquiring an additional 9,258 shares in the last quarter.

Schwab Short-Term U.S. Treasury ETF Trading Down 0.0 %

NYSEARCA SCHO opened at $47.86 on Friday. The firm’s 50 day simple moving average is $47.96 and its 200 day simple moving average is $48.29. Schwab Short-Term U.S. Treasury ETF has a 1 year low of $47.71 and a 1 year high of $49.13.

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.