Schwab Short-Term U.S. Treasury ETF $SCHO Shares Acquired by Westover Capital Advisors LLC

Westover Capital Advisors LLC boosted its stake in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) by 6.1% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 488,649 shares of the company’s stock after purchasing an additional 27,908 shares during the quarter. Schwab Short-Term U.S. Treasury ETF makes up approximately 2.2% of Westover Capital Advisors LLC’s holdings, making the stock its 10th largest position. Westover Capital Advisors LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $11,908,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. Sherman Asset Management Inc. boosted its position in Schwab Short-Term U.S. Treasury ETF by 1.2% during the 2nd quarter. Sherman Asset Management Inc. now owns 38,821 shares of the company’s stock valued at $946,000 after purchasing an additional 464 shares during the period. Altfest L J & Co. Inc. boosted its position in Schwab Short-Term U.S. Treasury ETF by 1.6% during the 4th quarter. Altfest L J & Co. Inc. now owns 30,311 shares of the company’s stock valued at $739,000 after purchasing an additional 480 shares during the period. Live Oak Private Wealth LLC boosted its position in Schwab Short-Term U.S. Treasury ETF by 2.2% during the 4th quarter. Live Oak Private Wealth LLC now owns 22,930 shares of the company’s stock valued at $559,000 after purchasing an additional 494 shares during the period. Founders Financial Alliance LLC boosted its position in Schwab Short-Term U.S. Treasury ETF by 20.5% during the 3rd quarter. Founders Financial Alliance LLC now owns 2,904 shares of the company’s stock valued at $71,000 after purchasing an additional 495 shares during the period. Finally, Birchbrook Inc. boosted its position in Schwab Short-Term U.S. Treasury ETF by 3.1% during the 4th quarter. Birchbrook Inc. now owns 17,992 shares of the company’s stock valued at $438,000 after purchasing an additional 536 shares during the period.

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

Shares of SCHO stock opened at $24.13 on Monday. Schwab Short-Term U.S. Treasury ETF has a 1 year low of $24.10 and a 1 year high of $24.46. The stock has a fifty day moving average of $24.22 and a two-hundred day moving average of $24.32.

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.