Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) is Successful Portfolios LLC’s 4th Largest Position

Successful Portfolios LLC boosted its stake in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) by 1.1% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 106,605 shares of the company’s stock after purchasing an additional 1,182 shares during the period. Schwab Short-Term U.S. Treasury ETF makes up approximately 3.5% of Successful Portfolios LLC’s portfolio, making the stock its 4th biggest holding. Successful Portfolios LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $5,139,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in SCHO. LVW Advisors LLC lifted its stake in shares of Schwab Short-Term U.S. Treasury ETF by 13.7% in the 1st quarter. LVW Advisors LLC now owns 373,708 shares of the company’s stock valued at $18,016,000 after purchasing an additional 45,087 shares in the last quarter. CRA Financial Services LLC raised its holdings in Schwab Short-Term U.S. Treasury ETF by 6.1% in the first quarter. CRA Financial Services LLC now owns 7,327 shares of the company’s stock valued at $353,000 after buying an additional 420 shares during the period. Stephens Group Asset Management LLC lifted its position in Schwab Short-Term U.S. Treasury ETF by 1.5% during the first quarter. Stephens Group Asset Management LLC now owns 470,899 shares of the company’s stock valued at $22,702,000 after buying an additional 7,006 shares in the last quarter. Hennion & Walsh Asset Management Inc. purchased a new stake in Schwab Short-Term U.S. Treasury ETF during the first quarter worth approximately $266,000. Finally, MCF Advisors LLC increased its position in shares of Schwab Short-Term U.S. Treasury ETF by 4.3% in the first quarter. MCF Advisors LLC now owns 1,124,007 shares of the company’s stock worth $54,188,000 after acquiring an additional 46,379 shares in the last quarter.

Schwab Short-Term U.S. Treasury ETF Trading Up 0.1 %

SCHO stock opened at $48.13 on Monday. Schwab Short-Term U.S. Treasury ETF has a 1 year low of $47.65 and a 1 year high of $48.65. The stock has a 50-day simple moving average of $47.98 and a 200-day simple moving average of $48.15.

Schwab Short-Term U.S. Treasury ETF Company 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.