Avior Wealth Management LLC Acquires 21,605 Shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)

Avior Wealth Management LLC boosted its position in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) by 6.7% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 343,123 shares of the company’s stock after purchasing an additional 21,605 shares during the period. Schwab Short-Term U.S. Treasury ETF comprises about 1.0% of Avior Wealth Management LLC’s investment portfolio, making the stock its 23rd biggest position. Avior Wealth Management LLC owned 0.13% of Schwab Short-Term U.S. Treasury ETF worth $16,624,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the company. LifePlan Financial LLC bought a new position in shares of Schwab Short-Term U.S. Treasury ETF in the fourth quarter worth about $936,000. Dakota Wealth Management raised its stake in shares of Schwab Short-Term U.S. Treasury ETF by 22.3% in the fourth quarter. Dakota Wealth Management now owns 148,770 shares of the company’s stock worth $7,208,000 after acquiring an additional 27,126 shares during the last quarter. MBM Wealth Consultants LLC raised its stake in shares of Schwab Short-Term U.S. Treasury ETF by 19.9% in the fourth quarter. MBM Wealth Consultants LLC now owns 152,661 shares of the company’s stock worth $7,409,000 after acquiring an additional 25,330 shares during the last quarter. Simplicity Solutions LLC raised its stake in shares of Schwab Short-Term U.S. Treasury ETF by 81.5% in the fourth quarter. Simplicity Solutions LLC now owns 103,972 shares of the company’s stock worth $5,037,000 after acquiring an additional 46,689 shares during the last quarter. Finally, Financial Architects LLC bought a new position in shares of Schwab Short-Term U.S. Treasury ETF in the fourth quarter worth about $384,000.

Schwab Short-Term U.S. Treasury ETF Stock Down 0.1 %

Shares of NYSEARCA:SCHO traded down $0.03 during trading on Tuesday, hitting $47.83. 744,467 shares of the company’s stock were exchanged, compared to its average volume of 1,845,876. Schwab Short-Term U.S. Treasury ETF has a 1-year low of $47.65 and a 1-year high of $48.98. The firm has a 50-day moving average price of $48.13 and a two-hundred day moving average price of $48.14.

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.