Peterson Wealth Advisors LLC Has $8.86 Million Stock Holdings in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)

Peterson Wealth Advisors LLC raised its holdings in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) by 114.9% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 367,063 shares of the company’s stock after buying an additional 196,233 shares during the quarter. Schwab Short-Term U.S. Treasury ETF accounts for about 1.6% of Peterson Wealth Advisors LLC’s investment portfolio, making the stock its 12th largest position. Peterson Wealth Advisors LLC owned about 0.17% of Schwab Short-Term U.S. Treasury ETF worth $8,861,000 at the end of the most recent quarter.

Several other institutional investors also recently added to or reduced their stakes in the business. Kennebec Savings Bank acquired a new stake in shares of Schwab Short-Term U.S. Treasury ETF in the third quarter worth $26,000. Wilmington Savings Fund Society FSB bought a new stake in Schwab Short-Term U.S. Treasury ETF in the 3rd quarter valued at $37,000. Davis Capital Management grew its position in Schwab Short-Term U.S. Treasury ETF by 78.5% in the 4th quarter. Davis Capital Management now owns 1,992 shares of the company’s stock worth $48,000 after purchasing an additional 876 shares during the last quarter. MidAtlantic Capital Management Inc. acquired a new position in shares of Schwab Short-Term U.S. Treasury ETF during the third quarter valued at about $49,000. Finally, Strategic Investment Solutions Inc. IL bought a new stake in shares of Schwab Short-Term U.S. Treasury ETF in the second quarter valued at about $51,000.

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

Shares of SCHO opened at $24.17 on Thursday. The stock’s 50-day moving average price is $24.16 and its 200 day moving average price is $24.25. Schwab Short-Term U.S. Treasury ETF has a 12-month low of $23.85 and a 12-month high of $24.53.

Schwab Short-Term U.S. Treasury ETF 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.