Schwab Short-Term U.S. Treasury ETF $SCHO Stock Position Lessened by Marotta Asset Management

Marotta Asset Management trimmed its holdings in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 5.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 526,754 shares of the company’s stock after selling 31,664 shares during the quarter. Schwab Short-Term U.S. Treasury ETF makes up about 2.1% of Marotta Asset Management’s holdings, making the stock its 18th biggest position. Marotta Asset Management’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $12,568,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Avior Wealth Management LLC increased its position in Schwab Short-Term U.S. Treasury ETF by 2.4% in the 2nd quarter. Avior Wealth Management LLC now owns 1,083,719 shares of the company’s stock valued at $26,161,000 after acquiring an additional 25,548 shares during the period. Johnson Financial Group LLC lifted its position in Schwab Short-Term U.S. Treasury ETF by 64.4% during the 4th quarter. Johnson Financial Group LLC now owns 168,497 shares of the company’s stock worth $4,106,000 after acquiring an additional 66,025 shares during the period. Three Seasons Wealth LLC purchased a new position in shares of Schwab Short-Term U.S. Treasury ETF in the 1st quarter valued at approximately $622,000. Baird Financial Group Inc. increased its holdings in shares of Schwab Short-Term U.S. Treasury ETF by 25.1% in the second quarter. Baird Financial Group Inc. now owns 347,965 shares of the company’s stock valued at $8,400,000 after purchasing an additional 69,705 shares during the period. Finally, Dock Street Asset Management Inc. increased its holdings in shares of Schwab Short-Term U.S. Treasury ETF by 24.0% in the first quarter. Dock Street Asset Management Inc. now owns 403,061 shares of the company’s stock valued at $9,782,000 after purchasing an additional 77,939 shares during the period.

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

Shares of Schwab Short-Term U.S. Treasury ETF stock traded down $0.02 during trading hours on Friday, hitting $23.82. 4,498,733 shares of the company were exchanged, compared to its average volume of 4,047,123. Schwab Short-Term U.S. Treasury ETF has a 1 year low of $23.79 and a 1 year high of $24.46. The business has a 50-day moving average of $24.01 and a 200-day moving average of $24.11.

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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