ZynergyRetirementPlanningLLC Acquires 102,601 Shares of Schwab Short-Term U.S. Treasury ETF $SCHO

ZynergyRetirementPlanningLLC lifted its stake in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) by 26.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 483,964 shares of the company’s stock after purchasing an additional 102,601 shares during the quarter. Schwab Short-Term U.S. Treasury ETF accounts for 7.3% of ZynergyRetirementPlanningLLC’s portfolio, making the stock its 6th largest position. ZynergyRetirementPlanningLLC owned about 0.10% of Schwab Short-Term U.S. Treasury ETF worth $11,794,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in SCHO. Brighton Jones LLC lifted its position in Schwab Short-Term U.S. Treasury ETF by 227.2% in the 4th quarter. Brighton Jones LLC now owns 18,449 shares of the company’s stock worth $444,000 after buying an additional 12,810 shares in the last quarter. Global Retirement Partners LLC purchased a new stake in shares of Schwab Short-Term U.S. Treasury ETF during the second quarter worth $1,674,000. Act Two Investors LLC raised its holdings in shares of Schwab Short-Term U.S. Treasury ETF by 9.8% during the second quarter. Act Two Investors LLC now owns 394,909 shares of the company’s stock worth $9,628,000 after acquiring an additional 35,306 shares in the last quarter. Burk Holdings LLC acquired a new stake in Schwab Short-Term U.S. Treasury ETF during the second quarter valued at $934,000. Finally, Steward Partners Investment Advisory LLC boosted its position in Schwab Short-Term U.S. Treasury ETF by 289.0% during the second quarter. Steward Partners Investment Advisory LLC now owns 32,516 shares of the company’s stock valued at $793,000 after purchasing an additional 24,158 shares during the last quarter.

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

Shares of NYSEARCA SCHO opened at $24.21 on Monday. Schwab Short-Term U.S. Treasury ETF has a one year low of $24.19 and a one year high of $24.47. The business’s 50-day moving average price is $24.36 and its two-hundred day moving average price is $24.37.

Schwab Short-Term U.S. Treasury ETF Cuts Dividend

The company also recently declared a monthly dividend, which was paid on Friday, March 6th. Investors of record on Monday, March 2nd were paid a $0.0707 dividend. The ex-dividend date of this dividend was Monday, March 2nd. This represents a c) annualized dividend and a dividend yield of 3.5%.

Schwab Short-Term U.S. Treasury ETF Company 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.