Schwab Short-Term U.S. Treasury ETF $SCHO Position Boosted by BWM Planning LLC

BWM Planning LLC boosted its stake in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) by 12.8% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 563,185 shares of the company’s stock after acquiring an additional 64,095 shares during the period. Schwab Short-Term U.S. Treasury ETF accounts for 4.1% of BWM Planning LLC’s portfolio, making the stock its 6th largest holding. BWM Planning LLC owned approximately 0.12% of Schwab Short-Term U.S. Treasury ETF worth $13,742,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Blue Trust Inc. grew its position in shares of Schwab Short-Term U.S. Treasury ETF by 57.4% during the second quarter. Blue Trust Inc. now owns 2,148 shares of the company’s stock valued at $52,000 after purchasing an additional 783 shares in the last quarter. AllSquare Wealth Management LLC lifted its position in shares of Schwab Short-Term U.S. Treasury ETF by 183.3% in the second quarter. AllSquare Wealth Management LLC now owns 3,091 shares of the company’s stock worth $75,000 after buying an additional 2,000 shares in the last quarter. Morling Financial Advisors LLC boosted its stake in Schwab Short-Term U.S. Treasury ETF by 383.5% during the second quarter. Morling Financial Advisors LLC now owns 4,932 shares of the company’s stock valued at $120,000 after buying an additional 3,912 shares during the last quarter. Grove Bank & Trust grew its holdings in Schwab Short-Term U.S. Treasury ETF by 112.2% during the 3rd quarter. Grove Bank & Trust now owns 5,324 shares of the company’s stock valued at $130,000 after buying an additional 2,815 shares in the last quarter. Finally, Private Trust Co. NA increased its stake in Schwab Short-Term U.S. Treasury ETF by 20.7% in the 2nd quarter. Private Trust Co. NA now owns 5,608 shares of the company’s stock worth $137,000 after acquiring an additional 962 shares during the last quarter.

Schwab Short-Term U.S. Treasury ETF Stock Up 0.0%

Shares of SCHO opened at $24.37 on Friday. Schwab Short-Term U.S. Treasury ETF has a 1 year low of $24.10 and a 1 year high of $24.47. The business’s 50 day simple moving average is $24.37 and its 200-day simple moving average is $24.36.

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.