Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) Stake Boosted by Lummis Asset Management LP

Lummis Asset Management LP boosted its stake in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHOFree Report) by 43.4% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 51,776 shares of the company’s stock after buying an additional 15,668 shares during the period. Schwab Short-Term U.S. Treasury ETF comprises 1.6% of Lummis Asset Management LP’s investment portfolio, making the stock its 20th largest holding. Lummis Asset Management LP’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $1,246,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently bought and sold shares of SCHO. Jane Street Group LLC acquired a new stake in shares of Schwab Short-Term U.S. Treasury ETF in the third quarter worth $423,782,000. Sei Investments Co. boosted its position in Schwab Short-Term U.S. Treasury ETF by 1.9% during the 2nd quarter. Sei Investments Co. now owns 7,598,948 shares of the company’s stock worth $365,738,000 after acquiring an additional 144,515 shares during the period. Stifel Financial Corp grew its stake in Schwab Short-Term U.S. Treasury ETF by 4.4% during the 3rd quarter. Stifel Financial Corp now owns 2,999,027 shares of the company’s stock valued at $146,894,000 after acquiring an additional 127,669 shares in the last quarter. Bank of Montreal Can increased its holdings in shares of Schwab Short-Term U.S. Treasury ETF by 15,996.5% in the 3rd quarter. Bank of Montreal Can now owns 2,607,963 shares of the company’s stock valued at $127,921,000 after purchasing an additional 2,591,761 shares during the period. Finally, West Coast Financial LLC lifted its position in shares of Schwab Short-Term U.S. Treasury ETF by 162.2% in the fourth quarter. West Coast Financial LLC now owns 2,457,475 shares of the company’s stock worth $59,127,000 after purchasing an additional 1,520,253 shares in the last quarter.

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

Shares of NYSEARCA:SCHO opened at $24.17 on Friday. Schwab Short-Term U.S. Treasury ETF has a 12-month low of $23.85 and a 12-month high of $24.53. The firm has a fifty day moving average of $24.15 and a two-hundred day moving average of $24.25.

Schwab Short-Term U.S. Treasury ETF Profile

(Free Report)

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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Institutional Ownership by Quarter for Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)

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