BWM Planning LLC Boosts Position in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)

BWM Planning LLC increased its holdings in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) by 138.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 310,267 shares of the company’s stock after purchasing an additional 180,169 shares during the quarter. Schwab Short-Term U.S. Treasury ETF makes up approximately 3.2% of BWM Planning LLC’s portfolio, making the stock its 13th biggest position. BWM Planning LLC owned approximately 0.14% of Schwab Short-Term U.S. Treasury ETF worth $7,465,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in SCHO. Gateway Wealth Partners LLC lifted its stake in Schwab Short-Term U.S. Treasury ETF by 4.1% in the fourth quarter. Gateway Wealth Partners LLC now owns 23,861 shares of the company’s stock valued at $574,000 after buying an additional 942 shares during the last quarter. Genesee Capital Advisors LLC lifted its stake in Schwab Short-Term U.S. Treasury ETF by 60.8% in the fourth quarter. Genesee Capital Advisors LLC now owns 14,510 shares of the company’s stock valued at $349,000 after buying an additional 5,485 shares during the last quarter. Bensler LLC lifted its stake in Schwab Short-Term U.S. Treasury ETF by 68.4% in the fourth quarter. Bensler LLC now owns 22,254 shares of the company’s stock valued at $535,000 after buying an additional 9,042 shares during the last quarter. Patriot Financial Group Insurance Agency LLC lifted its stake in Schwab Short-Term U.S. Treasury ETF by 100.9% in the fourth quarter. Patriot Financial Group Insurance Agency LLC now owns 20,942 shares of the company’s stock valued at $504,000 after buying an additional 10,519 shares during the last quarter. Finally, Perigon Wealth Management LLC lifted its stake in Schwab Short-Term U.S. Treasury ETF by 99.2% in the fourth quarter. Perigon Wealth Management LLC now owns 29,180 shares of the company’s stock valued at $706,000 after buying an additional 14,531 shares during the last quarter.

Schwab Short-Term U.S. Treasury ETF Trading Down 0.0 %

Shares of NYSEARCA SCHO opened at $24.23 on Wednesday. Schwab Short-Term U.S. Treasury ETF has a twelve month low of $23.85 and a twelve month high of $24.53. The stock has a 50 day moving average of $24.16 and a two-hundred day moving average of $24.26.

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.