Sequoia Financial Advisors LLC Has $1.49 Million Stake in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)

Sequoia Financial Advisors LLC decreased its position in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHOFree Report) by 7.1% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 30,907 shares of the company’s stock after selling 2,375 shares during the quarter. Sequoia Financial Advisors LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $1,490,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Western Wealth Management LLC lifted its holdings in Schwab Short-Term U.S. Treasury ETF by 69.1% during the 4th quarter. Western Wealth Management LLC now owns 26,230 shares of the company’s stock worth $1,271,000 after buying an additional 10,720 shares during the period. Financial Gravity Asset Management Inc. lifted its holdings in Schwab Short-Term U.S. Treasury ETF by 3,381.3% during the 3rd quarter. Financial Gravity Asset Management Inc. now owns 1,671 shares of the company’s stock worth $80,000 after buying an additional 1,623 shares during the period. OneAscent Financial Services LLC lifted its holdings in Schwab Short-Term U.S. Treasury ETF by 22.5% during the 4th quarter. OneAscent Financial Services LLC now owns 5,228 shares of the company’s stock worth $253,000 after buying an additional 959 shares during the period. Kestra Private Wealth Services LLC lifted its holdings in Schwab Short-Term U.S. Treasury ETF by 115.6% during the 4th quarter. Kestra Private Wealth Services LLC now owns 54,833 shares of the company’s stock worth $2,657,000 after buying an additional 29,402 shares during the period. Finally, Stifel Financial Corp lifted its holdings in Schwab Short-Term U.S. Treasury ETF by 3.8% during the 4th quarter. Stifel Financial Corp now owns 2,399,129 shares of the company’s stock worth $116,239,000 after buying an additional 86,887 shares during the period.

Schwab Short-Term U.S. Treasury ETF Stock Up 0.2 %

SCHO traded up $0.08 during midday trading on Friday, hitting $48.10. 765,716 shares of the company were exchanged, compared to its average volume of 1,403,749. The firm’s 50 day moving average price is $47.99 and its 200-day moving average price is $48.14. Schwab Short-Term U.S. Treasury ETF has a 1-year low of $47.65 and a 1-year high of $48.65.

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.

Recommended Stories

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:SCHOFree Report).

Institutional Ownership by Quarter for Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)

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.