Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) Shares Bought by Successful Portfolios LLC

Successful Portfolios LLC raised its stake in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) by 1.1% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 205,508 shares of the company’s stock after buying an additional 2,194 shares during the period. Schwab Short-Term U.S. Treasury ETF comprises about 3.4% of Successful Portfolios LLC’s investment portfolio, making the stock its 4th biggest holding. Successful Portfolios LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $5,002,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently modified their holdings of SCHO. Bank of America Corp DE boosted its stake in shares of Schwab Short-Term U.S. Treasury ETF by 104.9% during the 4th quarter. Bank of America Corp DE now owns 160,244,548 shares of the company’s stock valued at $3,855,484,000 after buying an additional 82,051,493 shares during the period. JPMorgan Chase & Co. boosted its stake in shares of Schwab Short-Term U.S. Treasury ETF by 138.3% during the 4th quarter. JPMorgan Chase & Co. now owns 20,762,162 shares of the company’s stock valued at $499,538,000 after buying an additional 12,048,633 shares during the period. Ameriprise Financial Inc. boosted its stake in shares of Schwab Short-Term U.S. Treasury ETF by 75.1% during the 4th quarter. Ameriprise Financial Inc. now owns 21,347,139 shares of the company’s stock valued at $513,204,000 after buying an additional 9,152,670 shares during the period. Sei Investments Co. boosted its stake in shares of Schwab Short-Term U.S. Treasury ETF by 109.8% during the 4th quarter. Sei Investments Co. now owns 16,267,808 shares of the company’s stock valued at $391,403,000 after buying an additional 8,514,242 shares during the period. Finally, Envestnet Asset Management Inc. boosted its stake in shares of Schwab Short-Term U.S. Treasury ETF by 162.0% during the 4th quarter. Envestnet Asset Management Inc. now owns 7,207,855 shares of the company’s stock valued at $173,421,000 after buying an additional 4,457,169 shares during the period.

Schwab Short-Term U.S. Treasury ETF Stock Down 0.2%

SCHO stock opened at $24.19 on Friday. Schwab Short-Term U.S. Treasury ETF has a 1 year low of $23.94 and a 1 year high of $24.54. The company has a fifty day simple moving average of $24.30 and a 200 day simple moving average of $24.23.

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.