Schwab Short-Term U.S. Treasury ETF $SCHO Shares Bought by Ballast Rock Private Wealth LLC

Ballast Rock Private Wealth LLC raised its position in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) by 42.2% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 107,406 shares of the company’s stock after buying an additional 31,857 shares during the period. Schwab Short-Term U.S. Treasury ETF comprises about 1.4% of Ballast Rock Private Wealth LLC’s holdings, making the stock its 18th largest holding. Ballast Rock Private Wealth LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $2,607,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the company. Prairiewood Capital LLC boosted its stake in shares of Schwab Short-Term U.S. Treasury ETF by 6.8% in the first quarter. Prairiewood Capital LLC now owns 576,172 shares of the company’s stock valued at $13,984,000 after purchasing an additional 36,712 shares during the period. Kavar Capital Partners Group LLC acquired a new position in shares of Schwab Short-Term U.S. Treasury ETF in the first quarter worth $870,000. Park National Corp OH grew its stake in shares of Schwab Short-Term U.S. Treasury ETF by 230.8% in the first quarter. Park National Corp OH now owns 123,734 shares of the company’s stock worth $3,003,000 after acquiring an additional 86,330 shares in the last quarter. Diversified Trust Co increased its position in shares of Schwab Short-Term U.S. Treasury ETF by 0.6% during the first quarter. Diversified Trust Co now owns 70,165 shares of the company’s stock worth $1,703,000 after acquiring an additional 444 shares during the period. Finally, Nations Financial Group Inc. IA ADV increased its position in shares of Schwab Short-Term U.S. Treasury ETF by 13.1% during the first quarter. Nations Financial Group Inc. IA ADV now owns 56,810 shares of the company’s stock worth $1,379,000 after acquiring an additional 6,580 shares during the period.

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

Shares of NYSEARCA SCHO opened at $24.10 on Monday. Schwab Short-Term U.S. Treasury ETF has a 12-month low of $24.06 and a 12-month high of $24.46. The business’s fifty day simple moving average is $24.17 and its 200-day simple moving average is $24.28.

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.