Asset Planning Corporation Has $5.16 Million Stake in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)

by · The Markets Daily

Asset Planning Corporation grew its position in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 1,479.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 214,371 shares of the company’s stock after purchasing an additional 200,802 shares during the quarter. Schwab Short-Term U.S. Treasury ETF comprises approximately 3.2% of Asset Planning Corporation’s investment portfolio, making the stock its 14th biggest position. Asset Planning Corporation owned about 0.10% of Schwab Short-Term U.S. Treasury ETF worth $5,158,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Independent Solutions Wealth Management LLC grew its position in shares of Schwab Short-Term U.S. Treasury ETF by 15.5% in the third quarter. Independent Solutions Wealth Management LLC now owns 104,707 shares of the company’s stock valued at $5,129,000 after purchasing an additional 14,036 shares during the last quarter. Apella Capital LLC grew its position in Schwab Short-Term U.S. Treasury ETF by 72.1% during the fourth quarter. Apella Capital LLC now owns 782,878 shares of the company’s stock worth $18,836,000 after buying an additional 327,916 shares in the last quarter. Synovus Financial Corp grew its position in Schwab Short-Term U.S. Treasury ETF by 64.0% during the third quarter. Synovus Financial Corp now owns 14,514 shares of the company’s stock worth $711,000 after buying an additional 5,662 shares in the last quarter. World Investment Advisors LLC grew its position in Schwab Short-Term U.S. Treasury ETF by 1.3% during the third quarter. World Investment Advisors LLC now owns 346,995 shares of the company’s stock worth $16,996,000 after buying an additional 4,295 shares in the last quarter. Finally, High Probability Advisors LLC grew its position in Schwab Short-Term U.S. Treasury ETF by 92.8% during the fourth quarter. High Probability Advisors LLC now owns 1,102,327 shares of the company’s stock worth $26,522,000 after buying an additional 530,531 shares in the last quarter.

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

Shares of NYSEARCA:SCHO opened at $24.24 on Friday. Schwab Short-Term U.S. Treasury ETF has a 1 year low of $23.85 and a 1 year high of $24.53. The business’s 50 day simple moving average is $24.16 and its 200 day simple moving average is $24.26.

Schwab Short-Term U.S. Treasury ETF Company Profile

(Free Report)

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.

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