Plan A Wealth LLC Grows Position in Schwab Short-Term U.S. Treasury ETF $SCHO

Plan A Wealth LLC grew its position in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) by 7.7% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 310,692 shares of the company’s stock after acquiring an additional 22,175 shares during the quarter. Schwab Short-Term U.S. Treasury ETF accounts for 2.5% of Plan A Wealth LLC’s holdings, making the stock its 8th biggest position. Plan A Wealth LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $7,413,000 at the end of the most recent quarter.

Several other hedge funds also recently made changes to their positions in the business. NBT Bank N A NY lifted its position in shares of Schwab Short-Term U.S. Treasury ETF by 5,325.0% in the first quarter. NBT Bank N A NY now owns 1,302 shares of the company’s stock worth $32,000 after purchasing an additional 1,278 shares in the last quarter. Physician Wealth Advisors Inc. bought a new position in Schwab Short-Term U.S. Treasury ETF in the first quarter valued at $34,000. Continuum Advisory LLC acquired a new stake in Schwab Short-Term U.S. Treasury ETF in the 2nd quarter valued at $38,000. Kennebec Savings Bank increased its stake in Schwab Short-Term U.S. Treasury ETF by 78.2% in the 1st quarter. Kennebec Savings Bank now owns 1,900 shares of the company’s stock valued at $46,000 after buying an additional 834 shares during the last quarter. Finally, First Pacific Financial bought a new position in shares of Schwab Short-Term U.S. Treasury ETF in the 1st quarter valued at about $86,000.

Schwab Short-Term U.S. Treasury ETF Price Performance

Shares of NYSEARCA:SCHO traded up $0.01 during midday trading on Thursday, reaching $23.86. The company had a trading volume of 3,183,283 shares, compared to its average volume of 4,050,588. 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 1-year low of $23.79 and a 1-year high of $24.46.

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.