Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) Holdings Boosted by WMG Financial Advisors LLC

WMG Financial Advisors LLC boosted its holdings in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) by 104.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 10,619 shares of the company’s stock after acquiring an additional 5,419 shares during the period. WMG Financial Advisors LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $255,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of SCHO. Financial Advocates Investment Management bought a new position in Schwab Short-Term U.S. Treasury ETF in the third quarter worth about $171,000. US Bancorp DE increased its stake in shares of Schwab Short-Term U.S. Treasury ETF by 25.5% in the third quarter. US Bancorp DE now owns 117,409 shares of the company’s stock valued at $5,751,000 after purchasing an additional 23,826 shares during the period. Avidian Wealth Enterprises LLC increased its stake in shares of Schwab Short-Term U.S. Treasury ETF by 1.5% in the third quarter. Avidian Wealth Enterprises LLC now owns 188,345 shares of the company’s stock valued at $9,225,000 after purchasing an additional 2,823 shares during the period. Beacon Financial Advisory LLC increased its stake in shares of Schwab Short-Term U.S. Treasury ETF by 1.9% in the third quarter. Beacon Financial Advisory LLC now owns 26,586 shares of the company’s stock valued at $1,302,000 after purchasing an additional 485 shares during the period. Finally, Milestone Investment Advisors LLC increased its stake in shares of Schwab Short-Term U.S. Treasury ETF by 2.1% in the third quarter. Milestone Investment Advisors LLC now owns 43,837 shares of the company’s stock valued at $2,147,000 after purchasing an additional 905 shares during the period.

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

Shares of NYSEARCA:SCHO opened at $24.26 on Tuesday. The firm’s 50 day moving average is $24.17 and its two-hundred day moving average is $24.25. Schwab Short-Term U.S. Treasury ETF has a 52 week low of $23.85 and a 52 week high of $24.53.

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.