Schwab Short-Term U.S. Treasury ETF $SCHO Position Decreased by ZynergyRetirementPlanningLLC

ZynergyRetirementPlanningLLC lowered its holdings in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) by 58.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 185,546 shares of the company’s stock after selling 263,558 shares during the period. Schwab Short-Term U.S. Treasury ETF accounts for 2.4% of ZynergyRetirementPlanningLLC’s investment portfolio, making the stock its 7th biggest position. ZynergyRetirementPlanningLLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $4,427,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of the stock. NBT Bank N A NY grew its holdings in Schwab Short-Term U.S. Treasury ETF by 5,325.0% in the first quarter. NBT Bank N A NY now owns 1,302 shares of the company’s stock valued at $32,000 after purchasing an additional 1,278 shares during the period. Physician Wealth Advisors Inc. purchased a new stake in shares of Schwab Short-Term U.S. Treasury ETF during the 1st quarter valued at $34,000. Continuum Advisory LLC acquired a new stake in shares of Schwab Short-Term U.S. Treasury ETF during the 2nd quarter worth $38,000. Kennebec Savings Bank raised its position in shares of Schwab Short-Term U.S. Treasury ETF by 78.2% in the 1st quarter. Kennebec Savings Bank now owns 1,900 shares of the company’s stock worth $46,000 after buying an additional 834 shares during the period. Finally, First Pacific Financial acquired a new position in Schwab Short-Term U.S. Treasury ETF in the first quarter valued at $86,000.

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

SCHO stock traded up $0.02 during trading on Thursday, reaching $23.87. 4,886,130 shares of the stock traded hands, compared to its average volume of 4,060,251. The business’s 50 day moving average price is $23.99 and its 200-day moving average price is $24.10. Schwab Short-Term U.S. Treasury ETF has a 52-week low of $23.79 and a 52-week high of $24.46.

Schwab Short-Term U.S. Treasury ETF Profile

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.