Valmark Advisers Inc. Boosts Stake in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)

Valmark Advisers Inc. grew its holdings in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) by 83.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 33,993 shares of the company’s stock after purchasing an additional 15,490 shares during the period. Valmark Advisers Inc.’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $1,647,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also modified their holdings of the company. Toronto Dominion Bank acquired a new position in shares of Schwab Short-Term U.S. Treasury ETF in the 3rd quarter valued at $38,000. Spire Wealth Management lifted its stake in Schwab Short-Term U.S. Treasury ETF by 56.8% during the 3rd quarter. Spire Wealth Management now owns 961 shares of the company’s stock worth $46,000 after acquiring an additional 348 shares in the last quarter. Fortitude Family Office LLC acquired a new position in Schwab Short-Term U.S. Treasury ETF during the 4th quarter worth about $71,000. Financial Gravity Asset Management Inc. lifted its stake in Schwab Short-Term U.S. Treasury ETF by 3,381.3% during the 3rd quarter. Financial Gravity Asset Management Inc. now owns 1,671 shares of the company’s stock worth $80,000 after acquiring an additional 1,623 shares in the last quarter. Finally, Anchor Investment Management LLC acquired a new position in Schwab Short-Term U.S. Treasury ETF during the 4th quarter worth about $105,000.

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

SCHO remained flat at $47.88 during mid-day trading on Friday. The company had a trading volume of 861,509 shares, compared to its average volume of 1,754,386. The firm’s fifty day moving average price is $48.07 and its two-hundred day moving average price is $48.14. Schwab Short-Term U.S. Treasury ETF has a 1 year low of $47.65 and a 1 year high of $48.98.

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.