Waverly Advisors LLC lifted its stake in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 73.4% in the first quarter, Holdings Channel.com reports. The fund owned 1,521,242 shares of the company’s stock after purchasing an additional 643,713 shares during the period. Waverly Advisors LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $36,921,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other hedge funds also recently made changes to their positions in SCHO. CIBC Private Wealth Group LLC lifted its holdings in Schwab Short-Term U.S. Treasury ETF by 138.7% during the 4th quarter. CIBC Private Wealth Group LLC now owns 1,031 shares of the company’s stock worth $25,000 after purchasing an additional 599 shares in the last quarter. Dorato Capital Management purchased a new position in Schwab Short-Term U.S. Treasury ETF during the 4th quarter valued at about $26,000. Simplex Trading LLC grew its holdings in Schwab Short-Term U.S. Treasury ETF by 5,315.0% during the 4th quarter. Simplex Trading LLC now owns 1,083 shares of the company’s stock valued at $26,000 after buying an additional 1,063 shares in the last quarter. NBT Bank N A NY increased its position in shares of Schwab Short-Term U.S. Treasury ETF by 5,325.0% during the first quarter. NBT Bank N A NY now owns 1,302 shares of the company’s stock valued at $32,000 after buying an additional 1,278 shares during the period. Finally, Physician Wealth Advisors Inc. bought a new stake in shares of Schwab Short-Term U.S. Treasury ETF during the first quarter valued at about $34,000.
Schwab Short-Term U.S. Treasury ETF Price Performance
Shares of Schwab Short-Term U.S. Treasury ETF stock opened at $24.06 on Friday. The company’s 50-day moving average price is $24.11 and its 200-day moving average price is $24.23. Schwab Short-Term U.S. Treasury ETF has a 12-month low of $24.03 and a 12-month high of $24.46.
About Schwab Short-Term U.S. Treasury ETF
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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Want to see what other hedge funds are holding SCHO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report).
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