Synergy Investment Management LLC purchased a new position in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 1,308 shares of the company’s stock, valued at approximately $31,000.
A number of other large investors have also recently modified their holdings of SCHO. Avidian Wealth Enterprises LLC boosted its stake in shares of Schwab Short-Term U.S. Treasury ETF by 1.5% during the 3rd 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 in the last quarter. Beacon Financial Advisory LLC boosted its stake in shares of Schwab Short-Term U.S. Treasury ETF by 1.9% during the 3rd 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 in the last quarter. Milestone Investment Advisors LLC boosted its stake in shares of Schwab Short-Term U.S. Treasury ETF by 2.1% during the 3rd 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 in the last quarter. Foster & Motley Inc. boosted its stake in shares of Schwab Short-Term U.S. Treasury ETF by 16.6% during the 3rd quarter. Foster & Motley Inc. now owns 5,358 shares of the company’s stock valued at $262,000 after purchasing an additional 764 shares in the last quarter. Finally, Ballast Advisors LLC lifted its position in Schwab Short-Term U.S. Treasury ETF by 2.4% during the 3rd quarter. Ballast Advisors LLC now owns 257,522 shares of the company’s stock valued at $12,613,000 after acquiring an additional 5,990 shares during the period.
Schwab Short-Term U.S. Treasury ETF Stock Performance
Shares of SCHO opened at $24.24 on Thursday. Schwab Short-Term U.S. Treasury ETF has a fifty-two week low of $23.85 and a fifty-two week high of $24.53. The firm’s 50-day simple moving average is $24.17 and its two-hundred day simple moving average is $24.25.
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.
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