Triad Wealth Partners LLC reduced its stake in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 74.9% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 101,755 shares of the company’s stock after selling 303,604 shares during the period. Triad Wealth Partners LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $2,470,000 at the end of the most recent quarter.
Other large investors also recently modified their holdings of the company. CIBC Private Wealth Group LLC boosted its holdings in shares of Schwab Short-Term U.S. Treasury ETF by 138.7% during the 4th quarter. CIBC Private Wealth Group LLC now owns 1,031 shares of the company’s stock worth $25,000 after buying an additional 599 shares during the period. Dorato Capital Management acquired a new position in Schwab Short-Term U.S. Treasury ETF in the 4th quarter valued at about $26,000. Simplex Trading LLC raised its holdings in Schwab Short-Term U.S. Treasury ETF by 5,315.0% in the 4th quarter. Simplex Trading LLC now owns 1,083 shares of the company’s stock valued at $26,000 after acquiring an additional 1,063 shares during the period. Gilpin Wealth Management LLC bought a new position in Schwab Short-Term U.S. Treasury ETF in the 4th quarter valued at about $39,000. Finally, Measured Wealth Private Client Group LLC bought a new position in Schwab Short-Term U.S. Treasury ETF in the 3rd quarter valued at about $41,000.
Schwab Short-Term U.S. Treasury ETF Stock Performance
Shares of SCHO stock opened at $24.10 on Friday. The firm has a 50 day moving average price of $24.17 and a two-hundred day moving average price of $24.28. Schwab Short-Term U.S. Treasury ETF has a 12-month low of $24.06 and a 12-month high of $24.46.
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.
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