LVW Advisors LLC Increases Position in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)

LVW Advisors LLC increased its stake in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) by 100.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,057,851 shares of the company’s stock after buying an additional 529,781 shares during the quarter. Schwab Short-Term U.S. Treasury ETF comprises approximately 3.1% of LVW Advisors LLC’s holdings, making the stock its 6th largest position. LVW Advisors LLC owned 0.49% of Schwab Short-Term U.S. Treasury ETF worth $25,452,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Hart & Patterson Financial Group LLC raised its holdings in shares of Schwab Short-Term U.S. Treasury ETF by 1.4% during the third quarter. Hart & Patterson Financial Group LLC now owns 27,454 shares of the company’s stock valued at $1,345,000 after buying an additional 374 shares during the last quarter. Lummis Asset Management LP raised its stake in Schwab Short-Term U.S. Treasury ETF by 1.1% during the 2nd quarter. Lummis Asset Management LP now owns 37,479 shares of the company’s stock valued at $1,804,000 after acquiring an additional 397 shares in the last quarter. Savvy Advisors Inc. boosted its position in Schwab Short-Term U.S. Treasury ETF by 1.9% during the 3rd quarter. Savvy Advisors Inc. now owns 23,138 shares of the company’s stock worth $1,133,000 after acquiring an additional 430 shares during the period. Princeton Global Asset Management LLC grew its stake in shares of Schwab Short-Term U.S. Treasury ETF by 1.3% in the third quarter. Princeton Global Asset Management LLC now owns 32,927 shares of the company’s stock worth $1,613,000 after purchasing an additional 436 shares in the last quarter. Finally, Creative Financial Designs Inc. ADV increased its holdings in shares of Schwab Short-Term U.S. Treasury ETF by 3.9% during the third quarter. Creative Financial Designs Inc. ADV now owns 12,436 shares of the company’s stock valued at $609,000 after purchasing an additional 467 shares during the period.

Schwab Short-Term U.S. Treasury ETF Trading Down 0.1 %

Shares of SCHO stock opened at $24.17 on Monday. The business’s fifty day moving average is $24.15 and its 200-day moving average is $24.25. Schwab Short-Term U.S. Treasury ETF has a 1 year low of $23.85 and a 1 year high of $24.53.

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.