Castle Rock Wealth Management LLC Makes New Investment in Schwab Short-Term U.S. Treasury ETF $SCHO

Castle Rock Wealth Management LLC bought a new stake in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 319,545 shares of the company’s stock, valued at approximately $7,621,000. Schwab Short-Term U.S. Treasury ETF comprises approximately 1.5% of Castle Rock Wealth Management LLC’s investment portfolio, making the stock its 13th largest holding.

Other hedge funds and other institutional investors have also made changes to their positions in the company. NBT Bank N A NY boosted its position in shares of Schwab Short-Term U.S. Treasury ETF by 5,325.0% in the 1st quarter. NBT Bank N A NY now owns 1,302 shares of the company’s stock worth $32,000 after buying an additional 1,278 shares in the last quarter. Physician Wealth Advisors Inc. acquired a new position in Schwab Short-Term U.S. Treasury ETF during the first quarter worth about $34,000. Continuum Advisory LLC acquired a new position in Schwab Short-Term U.S. Treasury ETF during the second quarter worth about $38,000. Kennebec Savings Bank lifted its holdings in shares of Schwab Short-Term U.S. Treasury ETF by 78.2% in the first quarter. Kennebec Savings Bank now owns 1,900 shares of the company’s stock valued at $46,000 after purchasing an additional 834 shares in the last quarter. Finally, First Pacific Financial purchased a new stake in shares of Schwab Short-Term U.S. Treasury ETF in the first quarter valued at about $86,000.

Schwab Short-Term U.S. Treasury ETF Stock Down 0.0%

Shares of SCHO stock traded down $0.01 during trading hours on Friday, hitting $23.86. The company’s stock had a trading volume of 3,060,727 shares, compared to its average volume of 4,055,188. The business has a fifty day moving average of $23.98 and a 200-day moving average of $24.09. Schwab Short-Term U.S. Treasury ETF has a twelve month low of $23.79 and a twelve month high of $24.46.

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.