Wealthspire Advisors LLC Raises Holdings in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)

Wealthspire Advisors LLC grew its stake in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) by 106.7% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 57,532 shares of the company’s stock after buying an additional 29,697 shares during the quarter. Wealthspire Advisors LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $1,384,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also made changes to their positions in SCHO. Jane Street Group LLC acquired a new position in shares of Schwab Short-Term U.S. Treasury ETF during the third quarter worth $423,782,000. Stifel Financial Corp lifted its holdings 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 worth $146,894,000 after buying an additional 127,669 shares during the last quarter. MCF Advisors LLC boosted its position in shares of Schwab Short-Term U.S. Treasury ETF by 133.5% during the 4th quarter. MCF Advisors LLC now owns 2,929,208 shares of the company’s stock worth $70,477,000 after acquiring an additional 1,674,798 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 acquiring an additional 2,591,761 shares during the last quarter. Finally, West Coast Financial LLC raised its position in shares of Schwab Short-Term U.S. Treasury ETF by 162.2% during the 4th quarter. West Coast Financial LLC now owns 2,457,475 shares of the company’s stock worth $59,127,000 after acquiring an additional 1,520,253 shares in the last quarter.

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

Shares of SCHO opened at $24.22 on Tuesday. Schwab Short-Term U.S. Treasury ETF has a 52-week low of $23.85 and a 52-week high of $24.53. The stock has a 50 day moving average price of $24.15 and a 200 day moving average price of $24.25.

Schwab Short-Term U.S. Treasury ETF 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.