LifePlan Financial LLC Raises Holdings in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)

LifePlan Financial LLC increased its position in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) by 82.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 40,641 shares of the company’s stock after acquiring an additional 18,393 shares during the period. LifePlan Financial LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $978,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently modified their holdings of the company. Independent Solutions Wealth Management LLC lifted its stake in shares of Schwab Short-Term U.S. Treasury ETF by 15.5% in the 3rd quarter. Independent Solutions Wealth Management LLC now owns 104,707 shares of the company’s stock valued at $5,129,000 after purchasing an additional 14,036 shares during the period. Apella Capital LLC raised its position in shares of Schwab Short-Term U.S. Treasury ETF by 72.1% in the fourth quarter. Apella Capital LLC now owns 782,878 shares of the company’s stock worth $18,836,000 after acquiring an additional 327,916 shares during the period. Synovus Financial Corp boosted its stake in shares of Schwab Short-Term U.S. Treasury ETF by 64.0% during the 3rd quarter. Synovus Financial Corp now owns 14,514 shares of the company’s stock worth $711,000 after acquiring an additional 5,662 shares in the last quarter. World Investment Advisors LLC grew its position in shares of Schwab Short-Term U.S. Treasury ETF by 1.3% during the 3rd quarter. World Investment Advisors LLC now owns 346,995 shares of the company’s stock valued at $16,996,000 after acquiring an additional 4,295 shares during the period. Finally, Strategic Investment Solutions Inc. IL purchased a new position in shares of Schwab Short-Term U.S. Treasury ETF in the 2nd quarter valued at about $51,000.

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

Shares of SCHO stock opened at $24.17 on Tuesday. Schwab Short-Term U.S. Treasury ETF has a 12-month low of $23.85 and a 12-month high of $24.53. The business’s 50 day moving average is $24.15 and its two-hundred day moving average is $24.25.

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.