Collaborative Fund Advisors LLC trimmed its position in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 25.5% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 90,142 shares of the company’s stock after selling 30,852 shares during the period. Schwab Short-Term U.S. Treasury ETF makes up about 1.2% of Collaborative Fund Advisors LLC’s portfolio, making the stock its 16th largest holding. Collaborative Fund Advisors LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $2,151,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Sapient Capital LLC acquired a new stake in shares of Schwab Short-Term U.S. Treasury ETF in the second quarter valued at $592,000. Integrated Wealth Concepts LLC boosted its stake in Schwab Short-Term U.S. Treasury ETF by 15.3% during the second quarter. Integrated Wealth Concepts LLC now owns 297,944 shares of the company’s stock valued at $7,192,000 after buying an additional 39,494 shares in the last quarter. Three Seasons Wealth LLC bought a new position in Schwab Short-Term U.S. Treasury ETF during the first quarter valued at about $622,000. Avior Wealth Management LLC grew its holdings in Schwab Short-Term U.S. Treasury ETF by 2.4% during the second quarter. Avior Wealth Management LLC now owns 1,083,719 shares of the company’s stock worth $26,161,000 after acquiring an additional 25,548 shares during the period. Finally, Baird Financial Group Inc. grew its holdings in Schwab Short-Term U.S. Treasury ETF by 25.1% during the second quarter. Baird Financial Group Inc. now owns 347,965 shares of the company’s stock worth $8,400,000 after acquiring an additional 69,705 shares during the period.
Schwab Short-Term U.S. Treasury ETF Stock Up 0.1%
NYSEARCA:SCHO opened at $23.95 on Thursday. The business’s 50-day moving average price is $23.92 and its 200 day moving average price is $24.13. Schwab Short-Term U.S. Treasury ETF has a 52-week low of $23.79 and a 52-week 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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