Evensky & Katz LLC Trims Holdings in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)

Evensky & Katz LLC trimmed its position in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHOFree Report) by 14.5% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 220,373 shares of the company’s stock after selling 37,266 shares during the period. Schwab Short-Term U.S. Treasury ETF comprises about 0.7% of Evensky & Katz LLC’s investment portfolio, making the stock its 20th largest position. Evensky & Katz LLC owned about 0.08% of Schwab Short-Term U.S. Treasury ETF worth $10,624,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Western Wealth Management LLC lifted its holdings in Schwab Short-Term U.S. Treasury ETF by 69.1% in the 4th quarter. Western Wealth Management LLC now owns 26,230 shares of the company’s stock valued at $1,271,000 after purchasing an additional 10,720 shares in the last quarter. Stifel Financial Corp lifted its holdings in Schwab Short-Term U.S. Treasury ETF by 1.6% in the 3rd quarter. Stifel Financial Corp now owns 2,312,242 shares of the company’s stock valued at $110,734,000 after purchasing an additional 37,402 shares in the last quarter. Financial Gravity Asset Management Inc. lifted its holdings in Schwab Short-Term U.S. Treasury ETF by 3,381.3% in the 3rd quarter. Financial Gravity Asset Management Inc. now owns 1,671 shares of the company’s stock valued at $80,000 after purchasing an additional 1,623 shares in the last quarter. OneAscent Financial Services LLC lifted its holdings in Schwab Short-Term U.S. Treasury ETF by 22.5% in the 4th quarter. OneAscent Financial Services LLC now owns 5,228 shares of the company’s stock valued at $253,000 after purchasing an additional 959 shares in the last quarter. Finally, Kestra Private Wealth Services LLC lifted its holdings in shares of Schwab Short-Term U.S. Treasury ETF by 115.6% during the 4th quarter. Kestra Private Wealth Services LLC now owns 54,833 shares of the company’s stock worth $2,657,000 after acquiring an additional 29,402 shares during the period.

Schwab Short-Term U.S. Treasury ETF Trading Up 0.1 %

Shares of SCHO stock traded up $0.06 during trading hours on Wednesday, hitting $48.11. 740,045 shares of the company were exchanged, compared to its average volume of 1,464,276. Schwab Short-Term U.S. Treasury ETF has a 1 year low of $47.65 and a 1 year high of $48.65. The firm has a fifty day moving average of $47.94 and a 200 day moving average of $48.15.

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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