Sellwood Investment Partners LLC Boosts Stock Holdings in Schwab Short-Term U.S. Treasury ETF $SCHO

Sellwood Investment Partners LLC raised its holdings in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) by 91.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 106,102 shares of the company’s stock after purchasing an additional 50,596 shares during the quarter. Schwab Short-Term U.S. Treasury ETF accounts for about 1.0% of Sellwood Investment Partners LLC’s holdings, making the stock its 19th biggest position. Sellwood Investment Partners LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $2,589,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. GSB Wealth Management LLC boosted its stake in shares of Schwab Short-Term U.S. Treasury ETF by 95.9% in the second quarter. GSB Wealth Management LLC now owns 1,336 shares of the company’s stock valued at $33,000 after buying an additional 654 shares in the last quarter. Blue Trust Inc. lifted its holdings in Schwab Short-Term U.S. Treasury ETF by 57.4% in the second quarter. Blue Trust Inc. now owns 2,148 shares of the company’s stock valued at $52,000 after acquiring an additional 783 shares during the period. AllSquare Wealth Management LLC boosted its position in shares of Schwab Short-Term U.S. Treasury ETF by 183.3% during the 2nd quarter. AllSquare Wealth Management LLC now owns 3,091 shares of the company’s stock worth $75,000 after purchasing an additional 2,000 shares in the last quarter. Morling Financial Advisors LLC grew its stake in shares of Schwab Short-Term U.S. Treasury ETF by 383.5% during the 2nd quarter. Morling Financial Advisors LLC now owns 4,932 shares of the company’s stock worth $120,000 after purchasing an additional 3,912 shares during the period. Finally, Grove Bank & Trust grew its stake in shares of Schwab Short-Term U.S. Treasury ETF by 112.2% during the 3rd quarter. Grove Bank & Trust now owns 5,324 shares of the company’s stock worth $130,000 after purchasing an additional 2,815 shares during the period.

Schwab Short-Term U.S. Treasury ETF Trading Up 0.0%

Shares of NYSEARCA SCHO opened at $24.37 on Thursday. Schwab Short-Term U.S. Treasury ETF has a 52 week low of $24.10 and a 52 week high of $24.47. The firm has a 50-day moving average price of $24.37 and a 200 day moving average price of $24.36.

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.