Williams Financial LLC Has $19.54 Million Stake in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)

Williams Financial LLC raised its position in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) by 106.7% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 812,273 shares of the company’s stock after acquiring an additional 419,303 shares during the period. Schwab Short-Term U.S. Treasury ETF comprises about 12.2% of Williams Financial LLC’s investment portfolio, making the stock its 5th largest holding. Williams Financial LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $19,543,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Kennebec Savings Bank bought a new stake in shares of Schwab Short-Term U.S. Treasury ETF during the third quarter valued at approximately $26,000. Sound Income Strategies LLC lifted its holdings in Schwab Short-Term U.S. Treasury ETF by 213.3% during the 4th quarter. Sound Income Strategies LLC now owns 1,269 shares of the company’s stock worth $31,000 after buying an additional 864 shares in the last quarter. Wilmington Savings Fund Society FSB bought a new position in Schwab Short-Term U.S. Treasury ETF in the 3rd quarter valued at $37,000. Davis Capital Management increased its stake in shares of Schwab Short-Term U.S. Treasury ETF by 78.5% in the 4th quarter. Davis Capital Management now owns 1,992 shares of the company’s stock valued at $48,000 after buying an additional 876 shares during the period. Finally, MidAtlantic Capital Management Inc. bought a new stake in shares of Schwab Short-Term U.S. Treasury ETF during the third quarter worth $49,000.

Schwab Short-Term U.S. Treasury ETF Stock Up 0.0 %

Shares of SCHO opened at $24.24 on Friday. The stock’s fifty day simple moving average is $24.16 and its 200-day simple moving average is $24.26. Schwab Short-Term U.S. Treasury ETF has a 12-month low of $23.85 and a 12-month high of $24.53.

About Schwab Short-Term U.S. Treasury ETF

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.