Walkner Condon Financial Advisors LLC lowered its holdings in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 5.9% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 119,466 shares of the company’s stock after selling 7,531 shares during the quarter. Walkner Condon Financial Advisors LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $2,908,000 as of its most recent filing with the Securities & Exchange Commission.
Other institutional investors have also bought and sold shares of the company. Bank of America Corp DE lifted its holdings in shares of Schwab Short-Term U.S. Treasury ETF by 104.9% in the 4th quarter. Bank of America Corp DE now owns 160,244,548 shares of the company’s stock worth $3,855,484,000 after acquiring an additional 82,051,493 shares during the last quarter. Ameriprise Financial Inc. increased its position in Schwab Short-Term U.S. Treasury ETF by 75.1% during the 4th quarter. Ameriprise Financial Inc. now owns 21,347,139 shares of the company’s stock valued at $513,204,000 after purchasing an additional 9,152,670 shares during the period. JPMorgan Chase & Co. increased its position in Schwab Short-Term U.S. Treasury ETF by 138.3% during the 4th quarter. JPMorgan Chase & Co. now owns 20,762,162 shares of the company’s stock valued at $499,538,000 after purchasing an additional 12,048,633 shares during the period. Sei Investments Co. increased its position in Schwab Short-Term U.S. Treasury ETF by 109.8% during the 4th quarter. Sei Investments Co. now owns 16,267,808 shares of the company’s stock valued at $391,403,000 after purchasing an additional 8,514,242 shares during the period. Finally, Envestnet Asset Management Inc. grew its position in shares of Schwab Short-Term U.S. Treasury ETF by 162.0% in the 4th quarter. Envestnet Asset Management Inc. now owns 7,207,855 shares of the company’s stock worth $173,421,000 after buying an additional 4,457,169 shares during the last quarter.
Schwab Short-Term U.S. Treasury ETF Stock Up 0.1%
Shares of Schwab Short-Term U.S. Treasury ETF stock opened at $24.29 on Monday. The firm’s 50 day moving average price is $24.29 and its 200-day moving average price is $24.24. Schwab Short-Term U.S. Treasury ETF has a 52-week low of $23.95 and a 52-week high of $24.54.
About Schwab Short-Term U.S. Treasury ETF
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.
See Also
- Five stocks we like better than Schwab Short-Term U.S. Treasury ETF
- Dividend Screener: How to Evaluate Dividend Stocks Before Buying
- Tech, Financials, Industrials: 3 Leading Sectors of 2025
- What is a Special Dividend?
- The Boring Is Beautiful Portfolio: 3 Stocks for a Worried World
- What Investors Need to Know About Upcoming IPOs
- More Than a Monetary Metal: Silver’s Case for Outperformance
Want to see what other hedge funds are holding SCHO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report).
Receive News & Ratings for Schwab Short-Term U.S. Treasury ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab Short-Term U.S. Treasury ETF and related companies with MarketBeat.com's FREE daily email newsletter.