Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) Position Raised by Bogart Wealth LLC

Bogart Wealth LLC lifted its holdings in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) by 194.4% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 2,255 shares of the company’s stock after purchasing an additional 1,489 shares during the quarter. Bogart Wealth LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $109,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Toronto Dominion Bank purchased a new position in Schwab Short-Term U.S. Treasury ETF during the third quarter valued at approximately $38,000. Howe & Rusling Inc. purchased a new stake in shares of Schwab Short-Term U.S. Treasury ETF during the 4th quarter worth about $42,000. Spire Wealth Management lifted its holdings in shares of 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 valued at $46,000 after buying an additional 348 shares during the last quarter. Fortitude Family Office LLC acquired a new position in Schwab Short-Term U.S. Treasury ETF in the fourth quarter worth approximately $71,000. Finally, Financial Gravity Asset Management Inc. raised its position in Schwab Short-Term U.S. Treasury ETF by 3,381.3% during the third quarter. Financial Gravity Asset Management Inc. now owns 1,671 shares of the company’s stock valued at $80,000 after acquiring an additional 1,623 shares in the last quarter.

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

Shares of SCHO traded up $0.01 during trading hours on Wednesday, hitting $47.92. 762,686 shares of the company were exchanged, compared to its average volume of 1,684,583. The firm’s 50 day moving average is $48.02 and its 200-day moving average is $48.15. Schwab Short-Term U.S. Treasury ETF has a 52 week low of $47.65 and a 52 week high of $48.88.

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.