135,361 Shares in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) Acquired by Journey Beyond Wealth LLC

Journey Beyond Wealth LLC bought a new position in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 135,361 shares of the company’s stock, valued at approximately $3,257,000. Schwab Short-Term U.S. Treasury ETF accounts for 3.1% of Journey Beyond Wealth LLC’s portfolio, making the stock its 11th largest holding.

Several other large investors have also added to or reduced their stakes in the company. Independent Solutions Wealth Management LLC raised its position in shares of Schwab Short-Term U.S. Treasury ETF by 15.5% during the 3rd quarter. Independent Solutions Wealth Management LLC now owns 104,707 shares of the company’s stock valued at $5,129,000 after purchasing an additional 14,036 shares during the period. Apella Capital LLC raised its holdings in Schwab Short-Term U.S. Treasury ETF by 72.1% during the fourth quarter. Apella Capital LLC now owns 782,878 shares of the company’s stock valued at $18,836,000 after acquiring an additional 327,916 shares during the period. Synovus Financial Corp lifted its position in shares of Schwab Short-Term U.S. Treasury ETF by 64.0% in the third quarter. Synovus Financial Corp now owns 14,514 shares of the company’s stock valued at $711,000 after acquiring an additional 5,662 shares in the last quarter. World Investment Advisors LLC boosted its stake in shares of Schwab Short-Term U.S. Treasury ETF by 1.3% in the third quarter. World Investment Advisors LLC now owns 346,995 shares of the company’s stock worth $16,996,000 after acquiring an additional 4,295 shares during the period. Finally, Venturi Wealth Management LLC grew its position in shares of Schwab Short-Term U.S. Treasury ETF by 49.0% during the fourth quarter. Venturi Wealth Management LLC now owns 2,056 shares of the company’s stock worth $49,000 after purchasing an additional 676 shares in the last quarter.

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

Shares of NYSEARCA:SCHO opened at $24.29 on Wednesday. Schwab Short-Term U.S. Treasury ETF has a fifty-two week low of $23.85 and a fifty-two week high of $24.54. The firm has a fifty day moving average price of $24.22 and a 200 day moving average price of $24.24.

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.