Arnold Financial Planning LLC Takes $10.57 Million Position in Schwab Short-Term U.S. Treasury ETF $SCHO

Arnold Financial Planning LLC bought a new stake in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 433,668 shares of the company’s stock, valued at approximately $10,568,000. Schwab Short-Term U.S. Treasury ETF makes up approximately 10.9% of Arnold Financial Planning LLC’s investment portfolio, making the stock its 3rd largest holding. Arnold Financial Planning LLC owned 0.09% of Schwab Short-Term U.S. Treasury ETF at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in the business. Smartleaf Asset Management LLC increased its stake in Schwab Short-Term U.S. Treasury ETF by 235.4% in the third quarter. Smartleaf Asset Management LLC now owns 1,023 shares of the company’s stock valued at $25,000 after purchasing an additional 718 shares in the last quarter. Dorato Capital Management acquired a new position in shares of Schwab Short-Term U.S. Treasury ETF during the fourth quarter valued at about $26,000. Lowe Brockenbrough & Co. Inc. bought a new position in shares of Schwab Short-Term U.S. Treasury ETF during the 3rd quarter worth about $30,000. Measured Wealth Private Client Group LLC bought a new position in shares of Schwab Short-Term U.S. Treasury ETF during the 3rd quarter worth about $41,000. Finally, Smithfield Trust Co acquired a new stake in shares of Schwab Short-Term U.S. Treasury ETF in the 3rd quarter valued at about $49,000.

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

Shares of Schwab Short-Term U.S. Treasury ETF stock opened at $24.30 on Monday. Schwab Short-Term U.S. Treasury ETF has a one year low of $24.17 and a one year high of $24.47. The business has a 50-day simple moving average of $24.30 and a 200 day simple moving average of $24.35.

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.