Sellwood Investment Partners LLC Trims Stake in Schwab Short-Term U.S. Treasury ETF $SCHO

Sellwood Investment Partners LLC lowered its position in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) by 53.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 49,240 shares of the company’s stock after selling 56,862 shares during the quarter. Schwab Short-Term U.S. Treasury ETF comprises approximately 0.5% of Sellwood Investment Partners LLC’s portfolio, making the stock its 25th largest holding. Sellwood Investment Partners LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $1,200,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Bank of America Corp DE boosted its stake in Schwab Short-Term U.S. Treasury ETF by 8.8% during 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 period. Willis Johnson & Associates Inc. purchased a new position in Schwab Short-Term U.S. Treasury ETF during the fourth quarter worth about $33,121,000. Wealth Enhancement Advisory Services LLC increased its stake in Schwab Short-Term U.S. Treasury ETF by 89.1% in the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 2,744,373 shares of the company’s stock worth $66,880,000 after acquiring an additional 1,292,926 shares during the last quarter. Ameriprise Financial Inc. increased its stake in Schwab Short-Term U.S. Treasury ETF by 5.7% in the 2nd quarter. Ameriprise Financial Inc. now owns 23,077,707 shares of the company’s stock worth $570,775,000 after acquiring an additional 1,237,815 shares during the last quarter. Finally, Access Financial Services Inc. raised its holdings in shares of Schwab Short-Term U.S. Treasury ETF by 112.5% in the 3rd quarter. Access Financial Services Inc. now owns 1,346,749 shares of the company’s stock valued at $32,861,000 after acquiring an additional 712,966 shares in the last quarter.

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

Shares of SCHO opened at $24.26 on Friday. The stock has a 50-day moving average price of $24.30 and a 200-day moving average price of $24.35. Schwab Short-Term U.S. Treasury ETF has a 12-month low of $24.17 and a 12-month high of $24.47.

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.