Journey Beyond Wealth LLC Sells 28,964 Shares of Schwab Short-Term U.S. Treasury ETF $SCHO

Journey Beyond Wealth LLC cut its position in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) by 19.6% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 118,993 shares of the company’s stock after selling 28,964 shares during the period. Schwab Short-Term U.S. Treasury ETF makes up about 2.4% of Journey Beyond Wealth LLC’s portfolio, making the stock its 13th biggest holding. Journey Beyond Wealth LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $2,901,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Pflug Koory LLC boosted its stake in Schwab Short-Term U.S. Treasury ETF by 55.5% during the second quarter. Pflug Koory LLC now owns 135,579 shares of the company’s stock valued at $3,305,000 after buying an additional 48,378 shares during the last quarter. Fortis Capital Advisors LLC boosted its stake in Schwab Short-Term U.S. Treasury ETF by 47.5% during the second quarter. Fortis Capital Advisors LLC now owns 34,391 shares of the company’s stock valued at $838,000 after buying an additional 11,078 shares during the last quarter. Ascent Group LLC bought a new position in Schwab Short-Term U.S. Treasury ETF during the second quarter valued at approximately $526,000. Ameritas Advisory Services LLC boosted its stake in Schwab Short-Term U.S. Treasury ETF by 715.0% during the second quarter. Ameritas Advisory Services LLC now owns 114,673 shares of the company’s stock valued at $2,796,000 after buying an additional 100,603 shares during the last quarter. Finally, Access Financial Services Inc. boosted its stake in Schwab Short-Term U.S. Treasury ETF by 2,668.2% during the second quarter. Access Financial Services Inc. now owns 633,783 shares of the company’s stock valued at $15,452,000 after buying an additional 610,888 shares during the last quarter.

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

Shares of Schwab Short-Term U.S. Treasury ETF stock opened at $24.36 on Friday. The stock has a 50 day moving average of $24.36 and a 200 day moving average of $24.32. Schwab Short-Term U.S. Treasury ETF has a 12 month low of $24.06 and a 12 month high of $24.47.

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.