Rockbridge Investment Management LCC Increases Stock Position in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)

Rockbridge Investment Management LCC increased its holdings in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) by 11.1% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 13,360 shares of the company’s stock after purchasing an additional 1,335 shares during the period. Rockbridge Investment Management LCC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $321,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of SCHO. OLD Point Trust & Financial Services N A purchased a new position in shares of Schwab Short-Term U.S. Treasury ETF in the 4th quarter valued at $25,000. Kennebec Savings Bank boosted its position in Schwab Short-Term U.S. Treasury ETF by 100.0% during the fourth quarter. Kennebec Savings Bank now owns 1,072 shares of the company’s stock valued at $26,000 after purchasing an additional 536 shares in the last quarter. Golden State Wealth Management LLC purchased a new position in Schwab Short-Term U.S. Treasury ETF in the fourth quarter valued at about $26,000. Aspect Partners LLC bought a new position in Schwab Short-Term U.S. Treasury ETF in the fourth quarter worth about $26,000. Finally, AllSquare Wealth Management LLC raised its holdings in Schwab Short-Term U.S. Treasury ETF by 99.8% in the fourth quarter. AllSquare Wealth Management LLC now owns 1,091 shares of the company’s stock worth $26,000 after purchasing an additional 545 shares in the last quarter.

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

NYSEARCA:SCHO opened at $24.28 on Thursday. The company’s 50-day simple moving average is $24.22 and its 200-day simple moving average is $24.24. Schwab Short-Term U.S. Treasury ETF has a fifty-two week low of $23.85 and a fifty-two week high of $24.54.

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.