Schwab Short-Term U.S. Treasury ETF $SCHO Shares Acquired by Oakwell Private Wealth Management LLC

Oakwell Private Wealth Management LLC lifted its stake in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) by 10.5% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 371,523 shares of the company’s stock after buying an additional 35,241 shares during the quarter. Schwab Short-Term U.S. Treasury ETF makes up approximately 1.7% of Oakwell Private Wealth Management LLC’s portfolio, making the stock its 12th biggest position. Oakwell Private Wealth Management LLC owned 0.08% of Schwab Short-Term U.S. Treasury ETF worth $9,054,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Bank of America Corp DE lifted its stake in Schwab Short-Term U.S. Treasury ETF by 8.8% in the third quarter. Bank of America Corp DE now owns 118,665,834 shares of the company’s stock valued at $2,895,446,000 after buying an additional 9,578,278 shares during the last quarter. Willis Johnson & Associates Inc. purchased a new stake in shares of Schwab Short-Term U.S. Treasury ETF during the fourth quarter worth approximately $33,121,000. Wealth Enhancement Advisory Services LLC raised its stake in shares of Schwab Short-Term U.S. Treasury ETF by 89.1% during the third quarter. Wealth Enhancement Advisory Services LLC now owns 2,744,373 shares of the company’s stock worth $66,880,000 after purchasing an additional 1,292,926 shares during the last quarter. Ameriprise Financial Inc. raised its stake in shares of Schwab Short-Term U.S. Treasury ETF by 5.7% during the second quarter. Ameriprise Financial Inc. now owns 23,077,707 shares of the company’s stock worth $570,775,000 after purchasing an additional 1,237,815 shares during the last quarter. Finally, Access Financial Services Inc. raised its stake in shares of Schwab Short-Term U.S. Treasury ETF by 112.5% during the third quarter. Access Financial Services Inc. now owns 1,346,749 shares of the company’s stock worth $32,861,000 after purchasing an additional 712,966 shares during the last quarter.

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

Schwab Short-Term U.S. Treasury ETF stock opened at $24.23 on Thursday. Schwab Short-Term U.S. Treasury ETF has a 12 month low of $24.17 and a 12 month high of $24.47. The business has a 50 day simple moving average of $24.28 and a 200-day simple moving average of $24.35.

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.