Peterson Wealth Advisors LLC boosted its holdings in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 114.9% in the fourth quarter, Holdings Channel reports. The firm owned 367,063 shares of the company’s stock after purchasing an additional 196,233 shares during the quarter. Schwab Short-Term U.S. Treasury ETF comprises about 1.6% of Peterson Wealth Advisors LLC’s portfolio, making the stock its 12th biggest holding. Peterson Wealth Advisors LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $8,861,000 at the end of the most recent quarter.
Other institutional investors also recently added to or reduced their stakes in the company. D.B. Root & Company LLC boosted its stake in shares of Schwab Short-Term U.S. Treasury ETF by 71.1% in the 4th quarter. D.B. Root & Company LLC now owns 58,941 shares of the company’s stock valued at $1,418,000 after purchasing an additional 24,498 shares in the last quarter. Mutual Advisors LLC increased its holdings in shares of Schwab Short-Term U.S. Treasury ETF by 13.5% during the fourth quarter. Mutual Advisors LLC now owns 373,129 shares of the company’s stock worth $9,026,000 after buying an additional 44,316 shares in the last quarter. SMI Advisory Services LLC boosted its holdings in shares of Schwab Short-Term U.S. Treasury ETF by 94.7% in the 4th quarter. SMI Advisory Services LLC now owns 299,372 shares of the company’s stock worth $7,215,000 after acquiring an additional 145,610 shares in the last quarter. Independent Wealth Network Inc. grew its position in Schwab Short-Term U.S. Treasury ETF by 101.3% during the 4th quarter. Independent Wealth Network Inc. now owns 18,479 shares of the company’s stock worth $445,000 after acquiring an additional 9,299 shares during the last quarter. Finally, Janney Montgomery Scott LLC acquired a new stake in Schwab Short-Term U.S. Treasury ETF during the 4th quarter valued at $392,000.
Schwab Short-Term U.S. Treasury ETF Stock Performance
Shares of SCHO stock opened at $24.17 on Thursday. Schwab Short-Term U.S. Treasury ETF has a 52 week low of $23.85 and a 52 week high of $24.53. The stock’s fifty day moving average is $24.16 and its 200-day moving average is $24.25.
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.
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