ZynergyRetirementPlanningLLC lowered its stake in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 58.7% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 185,546 shares of the company’s stock after selling 263,558 shares during the quarter. Schwab Short-Term U.S. Treasury ETF makes up about 2.4% of ZynergyRetirementPlanningLLC’s holdings, making the stock its 7th biggest position. ZynergyRetirementPlanningLLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $4,427,000 as of its most recent filing with the Securities and Exchange Commission.
Several other large investors have also modified their holdings of SCHO. Bank of Marin boosted its stake in Schwab Short-Term U.S. Treasury ETF by 0.5% in the fourth quarter. Bank of Marin now owns 81,095 shares of the company’s stock valued at $1,976,000 after acquiring an additional 432 shares in the last quarter. Diversified Trust Co lifted its holdings in shares of Schwab Short-Term U.S. Treasury ETF by 0.6% in the 1st quarter. Diversified Trust Co now owns 70,165 shares of the company’s stock valued at $1,703,000 after purchasing an additional 444 shares during the last quarter. Birchbrook Inc. boosted its position in shares of Schwab Short-Term U.S. Treasury ETF by 2.5% in the 2nd quarter. Birchbrook Inc. now owns 18,408 shares of the company’s stock valued at $444,000 after purchasing an additional 448 shares during the period. Tactive Advisors LLC grew its stake in Schwab Short-Term U.S. Treasury ETF by 2.7% during the 1st quarter. Tactive Advisors LLC now owns 18,249 shares of the company’s stock worth $443,000 after buying an additional 484 shares during the last quarter. Finally, Titleist Asset Management LLC increased its position in Schwab Short-Term U.S. Treasury ETF by 2.1% during the third quarter. Titleist Asset Management LLC now owns 28,510 shares of the company’s stock worth $680,000 after buying an additional 578 shares during the period.
Schwab Short-Term U.S. Treasury ETF Price Performance
NYSEARCA SCHO traded up $0.02 on Thursday, reaching $23.87. The stock had a trading volume of 4,886,130 shares, compared to its average volume of 4,060,251. The business’s 50-day moving average price is $23.99 and its 200 day moving average price is $24.10. Schwab Short-Term U.S. Treasury ETF has a 12-month low of $23.79 and a 12-month high of $24.46.
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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