Waterloo Capital L.P. Purchases 311 Shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)

Waterloo Capital L.P. lifted its position in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHOFree Report) by 5.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 5,906 shares of the company’s stock after buying an additional 311 shares during the period. Waterloo Capital L.P.’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $286,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the company. Valley Financial Group Inc. bought a new stake in Schwab Short-Term U.S. Treasury ETF in the 4th quarter worth about $9,621,000. Morningstar Investment Services LLC raised its holdings in shares of Schwab Short-Term U.S. Treasury ETF by 87.8% during the fourth quarter. Morningstar Investment Services LLC now owns 87,024 shares of the company’s stock valued at $4,215,000 after purchasing an additional 40,687 shares during the last quarter. Exencial Wealth Advisors LLC lifted its position in Schwab Short-Term U.S. Treasury ETF by 83.7% during the fourth quarter. Exencial Wealth Advisors LLC now owns 11,738 shares of the company’s stock valued at $569,000 after purchasing an additional 5,348 shares during the period. Belpointe Asset Management LLC boosted its holdings in Schwab Short-Term U.S. Treasury ETF by 109.6% in the fourth quarter. Belpointe Asset Management LLC now owns 37,263 shares of the company’s stock worth $1,805,000 after purchasing an additional 19,489 shares during the last quarter. Finally, Robinson Smith Wealth Advisors LLC purchased a new stake in Schwab Short-Term U.S. Treasury ETF during the 4th quarter valued at $2,047,000.

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

NYSEARCA SCHO opened at $47.88 on Monday. Schwab Short-Term U.S. Treasury ETF has a 1-year low of $47.65 and a 1-year high of $48.65. The business’s fifty day moving average price is $47.93 and its 200-day moving average price is $48.16.

Schwab Short-Term U.S. Treasury ETF Company 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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