Williams Financial LLC Cuts Holdings in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)

Williams Financial LLC cut its stake in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) by 1.6% in the first quarter, Holdings Channel reports. The institutional investor owned 799,572 shares of the company’s stock after selling 12,701 shares during the period. Schwab Short-Term U.S. Treasury ETF makes up about 13.6% of Williams Financial LLC’s investment portfolio, making the stock its 3rd biggest holding. Williams Financial LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $19,462,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently bought and sold shares of the company. CoreCap Advisors LLC lifted its position in shares of Schwab Short-Term U.S. Treasury ETF by 60.4% during the fourth quarter. CoreCap Advisors LLC now owns 1,290 shares of the company’s stock worth $31,000 after purchasing an additional 486 shares during the last quarter. AllSquare Wealth Management LLC raised its stake 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 buying an additional 545 shares in the last quarter. Bright Futures Wealth Management LLC. lifted its stake in shares of Schwab Short-Term U.S. Treasury ETF by 1.4% during the 1st quarter. Bright Futures Wealth Management LLC. now owns 41,910 shares of the company’s stock worth $1,022,000 after purchasing an additional 559 shares during the last quarter. Smartleaf Asset Management LLC grew its stake in Schwab Short-Term U.S. Treasury ETF by 100.2% in the fourth quarter. Smartleaf Asset Management LLC now owns 1,181 shares of the company’s stock valued at $28,000 after purchasing an additional 591 shares during the last quarter. Finally, Venturi Wealth Management LLC raised its holdings in Schwab Short-Term U.S. Treasury ETF by 49.0% in the fourth quarter. Venturi Wealth Management LLC now owns 2,056 shares of the company’s stock worth $49,000 after purchasing an additional 676 shares in the last quarter.

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

SCHO stock opened at $24.33 on Wednesday. Schwab Short-Term U.S. Treasury ETF has a one year low of $23.95 and a one year high of $24.54. The firm has a 50-day simple moving average of $24.29 and a two-hundred day simple moving average of $24.24.

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.