Waverly Advisors LLC Increases Stock Position in Schwab Short-Term U.S. Treasury ETF $SCHO

Waverly Advisors LLC lifted its position in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 10.6% in the second quarter, Holdings Channel reports. The firm owned 1,682,018 shares of the company’s stock after acquiring an additional 160,776 shares during the period. Waverly Advisors LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $40,604,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently bought and sold shares of the business. Bank of America Corp DE raised its stake in Schwab Short-Term U.S. Treasury ETF by 3.2% during the 4th quarter. Bank of America Corp DE now owns 122,501,159 shares of the company’s stock valued at $2,985,353,000 after acquiring an additional 3,835,325 shares during the last quarter. Ameriprise Financial Inc. lifted its stake in shares of Schwab Short-Term U.S. Treasury ETF by 5.7% in the second quarter. Ameriprise Financial Inc. now owns 23,077,707 shares of the company’s stock valued at $570,775,000 after purchasing an additional 1,237,815 shares during the period. JPMorgan Chase & Co. raised its holdings in Schwab Short-Term U.S. Treasury ETF by 6.9% during the fourth quarter. JPMorgan Chase & Co. now owns 21,107,647 shares of the company’s stock worth $514,393,000 after purchasing an additional 1,357,429 shares during the last quarter. Valpey Financial Services LLC grew its holdings in Schwab Short-Term U.S. Treasury ETF by 2,499.8% in the fourth quarter. Valpey Financial Services LLC now owns 5,246,793 shares of the company’s stock valued at $127,864,000 after purchasing an additional 5,044,981 shares during the last quarter. Finally, PNC Financial Services Group Inc. lifted its holdings in shares of Schwab Short-Term U.S. Treasury ETF by 5.9% in the first quarter. PNC Financial Services Group Inc. now owns 4,104,187 shares of the company’s stock valued at $99,609,000 after purchasing an additional 227,884 shares in the last quarter.

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

Shares of NYSEARCA SCHO traded down $0.01 during midday trading on Tuesday, reaching $24.01. 3,535,229 shares of the stock were exchanged, compared to its average volume of 4,033,843. The stock has a 50 day moving average price of $24.07 and a 200-day moving average price of $24.17. Schwab Short-Term U.S. Treasury ETF has a 52-week low of $23.98 and a 52-week high of $24.46.

Schwab Short-Term U.S. Treasury ETF 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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