JFG Wealth Management LLC grew its stake in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 522.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 84,062 shares of the company’s stock after acquiring an additional 70,553 shares during the period. Schwab Short-Term U.S. Treasury ETF accounts for approximately 0.5% of JFG Wealth Management LLC’s holdings, making the stock its 23rd largest position. JFG Wealth Management LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $2,023,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Kennebec Savings Bank bought a new position in Schwab Short-Term U.S. Treasury ETF in the third quarter valued at approximately $26,000. Golden State Wealth Management LLC acquired a new stake in shares of Schwab Short-Term U.S. Treasury ETF in the 4th quarter valued at approximately $26,000. Aspect Partners LLC bought a new position in shares of Schwab Short-Term U.S. Treasury ETF in the fourth quarter valued at $26,000. Spire Wealth Management increased its holdings in Schwab Short-Term U.S. Treasury ETF by 100.0% during the fourth quarter. Spire Wealth Management now owns 1,224 shares of the company’s stock worth $29,000 after buying an additional 612 shares during the last quarter. Finally, Sound Income Strategies LLC raised its position in Schwab Short-Term U.S. Treasury ETF by 213.3% during the fourth quarter. Sound Income Strategies LLC now owns 1,269 shares of the company’s stock worth $31,000 after acquiring an additional 864 shares in the last quarter.
Schwab Short-Term U.S. Treasury ETF Trading Up 0.1 %
Shares of SCHO stock opened at $24.25 on Wednesday. The company has a fifty day moving average price of $24.15 and a two-hundred day moving average price of $24.25. Schwab Short-Term U.S. Treasury ETF has a one year low of $23.85 and a one year high of $24.53.
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.
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