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

Successful Portfolios LLC increased its holdings in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHOFree Report) by 92.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 203,314 shares of the company’s stock after acquiring an additional 97,532 shares during the quarter. Schwab Short-Term U.S. Treasury ETF comprises 3.3% of Successful Portfolios LLC’s portfolio, making the stock its 8th biggest holding. Successful Portfolios LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $4,892,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in SCHO. Hart & Patterson Financial Group LLC lifted its position in Schwab Short-Term U.S. Treasury ETF by 1.4% during the third quarter. Hart & Patterson Financial Group LLC now owns 27,454 shares of the company’s stock worth $1,345,000 after acquiring an additional 374 shares during the last quarter. Lummis Asset Management LP lifted its holdings in Schwab Short-Term U.S. Treasury ETF by 1.1% during the 2nd quarter. Lummis Asset Management LP now owns 37,479 shares of the company’s stock worth $1,804,000 after purchasing an additional 397 shares during the last quarter. Savvy Advisors Inc. boosted its stake in Schwab Short-Term U.S. Treasury ETF by 1.9% in the 3rd quarter. Savvy Advisors Inc. now owns 23,138 shares of the company’s stock valued at $1,133,000 after purchasing an additional 430 shares during the period. Princeton Global Asset Management LLC increased its position in Schwab Short-Term U.S. Treasury ETF by 1.3% during the 3rd quarter. Princeton Global Asset Management LLC now owns 32,927 shares of the company’s stock worth $1,613,000 after buying an additional 436 shares during the period. Finally, Creative Financial Designs Inc. ADV lifted its holdings in shares of Schwab Short-Term U.S. Treasury ETF by 3.9% during the third quarter. Creative Financial Designs Inc. ADV now owns 12,436 shares of the company’s stock worth $609,000 after buying an additional 467 shares in the last quarter.

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

SCHO stock opened at $24.17 on Monday. Schwab Short-Term U.S. Treasury ETF has a 52 week low of $23.85 and a 52 week high of $24.53. The company’s 50-day simple moving average is $24.15 and its 200 day simple moving average is $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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