83,965 Shares of Schwab Short-Term U.S. Treasury ETF $SCHO Acquired by RCS Financial Planning LLC

RCS Financial Planning LLC acquired a new position in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) during the third quarter, according to its most recent 13F filing with the SEC. The firm acquired 83,965 shares of the company’s stock, valued at approximately $2,003,000. Schwab Short-Term U.S. Treasury ETF accounts for 1.1% of RCS Financial Planning LLC’s investment portfolio, making the stock its 22nd biggest holding.

A number of other large investors also recently modified their holdings of SCHO. Three Seasons Wealth LLC purchased a new stake in Schwab Short-Term U.S. Treasury ETF during the first quarter worth approximately $622,000. Avior Wealth Management LLC increased its position in shares of Schwab Short-Term U.S. Treasury ETF by 2.4% in 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 in the last quarter. Baird Financial Group Inc. raised its stake in shares of Schwab Short-Term U.S. Treasury ETF by 25.1% in the 2nd quarter. Baird Financial Group Inc. now owns 347,965 shares of the company’s stock valued at $8,400,000 after acquiring an additional 69,705 shares during the period. NewEdge Advisors LLC raised its stake in shares of Schwab Short-Term U.S. Treasury ETF by 31.0% in the 2nd quarter. NewEdge Advisors LLC now owns 190,099 shares of the company’s stock valued at $4,589,000 after acquiring an additional 45,012 shares during the period. Finally, Integrated Wealth Concepts LLC lifted its holdings in shares of Schwab Short-Term U.S. Treasury ETF by 15.3% during the 2nd quarter. Integrated Wealth Concepts LLC now owns 297,944 shares of the company’s stock valued at $7,192,000 after acquiring an additional 39,494 shares in the last quarter.

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

Shares of NYSEARCA:SCHO remained flat at $23.87 during midday trading on Wednesday. 5,943,479 shares of the company traded hands, compared to its average volume of 4,056,934. The firm has a fifty day moving average price of $23.97 and a two-hundred day moving average price of $24.09. Schwab Short-Term U.S. Treasury ETF has a 1-year low of $23.79 and a 1-year 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.