Sims Investment Management LLC Has $9.91 Million Stock Holdings in Schwab Short-Term U.S. Treasury ETF $SCHO

Sims Investment Management LLC raised its position in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 11.6% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 405,938 shares of the company’s stock after acquiring an additional 42,267 shares during the period. Schwab Short-Term U.S. Treasury ETF makes up approximately 3.6% of Sims Investment Management LLC’s holdings, making the stock its 8th biggest holding. Sims Investment Management LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $9,905,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in SCHO. GSB Wealth Management LLC boosted its position in shares of Schwab Short-Term U.S. Treasury ETF by 95.9% in the 2nd quarter. GSB Wealth Management LLC now owns 1,336 shares of the company’s stock worth $33,000 after purchasing an additional 654 shares in the last quarter. Blue Trust Inc. boosted its holdings in Schwab Short-Term U.S. Treasury ETF by 57.4% in the second quarter. Blue Trust Inc. now owns 2,148 shares of the company’s stock worth $52,000 after acquiring an additional 783 shares in the last quarter. Grove Bank & Trust acquired a new stake in Schwab Short-Term U.S. Treasury ETF in the second quarter worth about $61,000. AllSquare Wealth Management LLC grew its stake in shares of Schwab Short-Term U.S. Treasury ETF by 183.3% during the second quarter. AllSquare Wealth Management LLC now owns 3,091 shares of the company’s stock worth $75,000 after acquiring an additional 2,000 shares during the last quarter. Finally, Fortitude Family Office LLC acquired a new position in shares of Schwab Short-Term U.S. Treasury ETF during the second quarter valued at about $106,000.

Schwab Short-Term U.S. Treasury ETF Trading Down 0.0%

SCHO stock opened at $24.36 on Friday. The firm has a 50 day moving average of $24.37 and a 200 day moving average of $24.36. Schwab Short-Term U.S. Treasury ETF has a 52 week low of $24.10 and a 52 week high of $24.47.

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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