B. Riley Wealth Advisors Inc. Grows Position in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)

B. Riley Wealth Advisors Inc. grew its position in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) by 4.3% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 170,337 shares of the company’s stock after purchasing an additional 7,043 shares during the period. B. Riley Wealth Advisors Inc. owned approximately 0.08% of Schwab Short-Term U.S. Treasury ETF worth $8,198,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Orion Portfolio Solutions LLC boosted its holdings in Schwab Short-Term U.S. Treasury ETF by 28.5% in the 4th quarter. Orion Portfolio Solutions LLC now owns 11,528 shares of the company’s stock worth $558,000 after acquiring an additional 2,557 shares during the period. Belpointe Asset Management LLC boosted its stake in shares of 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 valued at $1,805,000 after purchasing an additional 19,489 shares during the period. Exencial Wealth Advisors LLC increased its stake in Schwab Short-Term U.S. Treasury ETF by 83.7% during the 4th quarter. Exencial Wealth Advisors LLC now owns 11,738 shares of the company’s stock worth $569,000 after buying an additional 5,348 shares during the period. Morningstar Investment Services LLC increased its stake in Schwab Short-Term U.S. Treasury ETF by 87.8% during the 4th quarter. Morningstar Investment Services LLC now owns 87,024 shares of the company’s stock worth $4,215,000 after buying an additional 40,687 shares during the period. Finally, Valley Financial Group Inc. acquired a new position in Schwab Short-Term U.S. Treasury ETF in the 4th quarter worth $9,621,000.

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

SCHO stock opened at $49.05 on Monday. Schwab Short-Term U.S. Treasury ETF has a 12-month low of $47.65 and a 12-month high of $49.07. The stock’s 50 day simple moving average is $48.73 and its 200 day simple moving average is $48.27.

Schwab Short-Term U.S. Treasury ETF Company 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.