Morningstar Investment Management LLC lessened its stake in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 9.4% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 1,890,735 shares of the company’s stock after selling 196,339 shares during the quarter. Schwab Short-Term U.S. Treasury ETF makes up about 3.6% of Morningstar Investment Management LLC’s portfolio, making the stock its 10th biggest holding. Morningstar Investment Management LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $45,491,000 as of its most recent filing with the SEC.
A number of other large investors also recently added to or reduced their stakes in SCHO. Kennebec Savings Bank purchased a new position in shares of Schwab Short-Term U.S. Treasury ETF in the third quarter valued at approximately $26,000. Wilmington Savings Fund Society FSB acquired a new position in Schwab Short-Term U.S. Treasury ETF in the 3rd quarter valued at $37,000. MidAtlantic Capital Management Inc. purchased a new position in Schwab Short-Term U.S. Treasury ETF in the 3rd quarter valued at $49,000. Golden State Wealth Management LLC acquired a new stake in Schwab Short-Term U.S. Treasury ETF during the 4th quarter worth $26,000. Finally, Spire Wealth Management grew its holdings in shares of Schwab Short-Term U.S. Treasury ETF by 100.0% during the fourth quarter. Spire Wealth Management now owns 1,224 shares of the company’s stock worth $29,000 after buying an additional 612 shares in the last quarter.
Schwab Short-Term U.S. Treasury ETF Price Performance
NYSEARCA:SCHO opened at $24.17 on Thursday. Schwab Short-Term U.S. Treasury ETF has a twelve month low of $23.85 and a twelve month high of $24.53. The company’s 50-day moving average price is $24.15 and its 200-day moving average price is $24.25.
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.
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