Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) Holdings Boosted by Williams Financial LLC

Williams Financial LLC boosted its position in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) by 0.1% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 383,094 shares of the company’s stock after buying an additional 535 shares during the quarter. Schwab Short-Term U.S. Treasury ETF makes up approximately 4.6% of Williams Financial LLC’s portfolio, making the stock its 5th biggest position. Williams Financial LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $18,438,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Stifel Financial Corp increased its holdings in shares of Schwab Short-Term U.S. Treasury ETF by 3.8% in the fourth quarter. Stifel Financial Corp now owns 2,399,129 shares of the company’s stock worth $116,239,000 after buying an additional 86,887 shares during the period. Brookstone Capital Management lifted its position in Schwab Short-Term U.S. Treasury ETF by 19.6% in the first quarter. Brookstone Capital Management now owns 17,318 shares of the company’s stock valued at $835,000 after purchasing an additional 2,833 shares during the last quarter. Evermay Wealth Management LLC boosted its stake in shares of Schwab Short-Term U.S. Treasury ETF by 87.1% during the fourth quarter. Evermay Wealth Management LLC now owns 618,802 shares of the company’s stock valued at $29,981,000 after purchasing an additional 288,038 shares during the period. Blair William & Co. IL boosted its stake in shares of Schwab Short-Term U.S. Treasury ETF by 8.2% during the first quarter. Blair William & Co. IL now owns 39,497 shares of the company’s stock valued at $1,904,000 after purchasing an additional 2,986 shares during the period. Finally, Morningstar Investment Services LLC grew its holdings in shares of Schwab Short-Term U.S. Treasury ETF by 87.8% in the fourth quarter. Morningstar Investment Services LLC now owns 87,024 shares of the company’s stock worth $4,215,000 after purchasing an additional 40,687 shares during the last quarter.

Schwab Short-Term U.S. Treasury ETF Trading Up 0.1 %

NYSEARCA:SCHO opened at $48.98 on Friday. The company has a fifty day moving average of $48.57 and a 200 day moving average of $48.21. Schwab Short-Term U.S. Treasury ETF has a 52 week low of $47.65 and a 52 week high of $48.99.

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.