Integrated Wealth Concepts LLC grew its holdings in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 15.3% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 297,944 shares of the company’s stock after buying an additional 39,494 shares during the quarter. Integrated Wealth Concepts LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $7,192,000 at the end of the most recent reporting period.
A number of other institutional investors have also recently modified their holdings of SCHO. Measured Wealth Private Client Group LLC raised its position in Schwab Short-Term U.S. Treasury ETF by 25.7% in the fourth quarter. Measured Wealth Private Client Group LLC now owns 2,107 shares of the company’s stock worth $51,000 after acquiring an additional 431 shares in the last quarter. Bank of Marin grew its stake in shares of Schwab Short-Term U.S. Treasury ETF by 0.5% during the 4th quarter. Bank of Marin now owns 81,095 shares of the company’s stock worth $1,976,000 after purchasing an additional 432 shares during the period. Diversified Trust Co increased its holdings in shares of Schwab Short-Term U.S. Treasury ETF by 0.6% in the 1st quarter. Diversified Trust Co now owns 70,165 shares of the company’s stock valued at $1,703,000 after purchasing an additional 444 shares in the last quarter. Birchbrook Inc. increased its holdings in shares of Schwab Short-Term U.S. Treasury ETF by 2.5% in the 2nd quarter. Birchbrook Inc. now owns 18,408 shares of the company’s stock valued at $444,000 after purchasing an additional 448 shares in the last quarter. Finally, Sherman Asset Management Inc. lifted its stake in shares of Schwab Short-Term U.S. Treasury ETF by 1.2% in the second quarter. Sherman Asset Management Inc. now owns 38,821 shares of the company’s stock valued at $946,000 after purchasing an additional 464 shares during the period.
Schwab Short-Term U.S. Treasury ETF Price Performance
SCHO stock opened at $23.92 on Friday. Schwab Short-Term U.S. Treasury ETF has a 52 week low of $23.91 and a 52 week high of $24.46. The company’s 50-day moving average price is $24.06 and its 200 day moving average price is $24.16.
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.
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