Juncture Wealth Strategies LLC increased its holdings in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 86.1% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 91,979 shares of the company’s stock after purchasing an additional 42,550 shares during the quarter. Schwab Short-Term U.S. Treasury ETF makes up about 0.8% of Juncture Wealth Strategies LLC’s investment portfolio, making the stock its 20th largest position. Juncture Wealth Strategies LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $2,213,000 as of its most recent SEC filing.
Other large investors have also modified their holdings of the company. Independent Solutions Wealth Management LLC lifted its position in Schwab Short-Term U.S. Treasury ETF by 15.5% during the third quarter. Independent Solutions Wealth Management LLC now owns 104,707 shares of the company’s stock worth $5,129,000 after buying an additional 14,036 shares during the period. Apella Capital LLC increased its stake in shares of Schwab Short-Term U.S. Treasury ETF by 72.1% in the fourth quarter. Apella Capital LLC now owns 782,878 shares of the company’s stock worth $18,836,000 after buying an additional 327,916 shares during the last quarter. Synovus Financial Corp grew its stake in Schwab Short-Term U.S. Treasury ETF by 64.0% in the third quarter. Synovus Financial Corp now owns 14,514 shares of the company’s stock worth $711,000 after purchasing an additional 5,662 shares in the last quarter. World Investment Advisors LLC increased its holdings in shares of Schwab Short-Term U.S. Treasury ETF by 1.3% in the 3rd quarter. World Investment Advisors LLC now owns 346,995 shares of the company’s stock valued at $16,996,000 after acquiring an additional 4,295 shares during the last quarter. Finally, Carnegie Investment Counsel increased its stake in Schwab Short-Term U.S. Treasury ETF by 62.1% during the fourth quarter. Carnegie Investment Counsel now owns 12,055 shares of the company’s stock valued at $290,000 after purchasing an additional 4,619 shares during the last quarter.
Schwab Short-Term U.S. Treasury ETF Stock Up 0.0 %
NYSEARCA:SCHO opened at $24.20 on Friday. Schwab Short-Term U.S. Treasury ETF has a 52 week low of $23.85 and a 52 week high of $24.53. The stock has a 50 day moving average of $24.16 and a 200-day moving average of $24.25.
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.
See Also
- Five stocks we like better than Schwab Short-Term U.S. Treasury ETF
- Canada Bond Market Holiday: How to Invest and Trade
- Bloom Energy: Powering the Future With Decentralized Energy
- How to Invest in the FAANG Stocks
- Dividend Powerhouses: Blue-Chip Stocks Built for the Long Haul
- What is the MACD Indicator and How to Use it in Your Trading
- Why Traders Are Buying the Dip on Johnson & Johnson Stock
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).
Receive News & Ratings for Schwab Short-Term U.S. Treasury ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab Short-Term U.S. Treasury ETF and related companies with MarketBeat.com's FREE daily email newsletter.
