Oakwell Private Wealth Management LLC Grows Stock Position in Schwab Short-Term U.S. Treasury ETF $SCHO

Oakwell Private Wealth Management LLC lifted its stake in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) by 10.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 371,523 shares of the company’s stock after purchasing an additional 35,241 shares during the quarter. Schwab Short-Term U.S. Treasury ETF comprises approximately 1.7% of Oakwell Private Wealth Management LLC’s portfolio, making the stock its 12th biggest position. Oakwell Private Wealth Management LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $9,054,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of SCHO. Brighton Jones LLC raised its position in Schwab Short-Term U.S. Treasury ETF by 227.2% in the fourth quarter. Brighton Jones LLC now owns 18,449 shares of the company’s stock worth $444,000 after acquiring an additional 12,810 shares in the last quarter. Diversify Advisory Services LLC purchased a new position in Schwab Short-Term U.S. Treasury ETF in the second quarter worth $2,798,000. Ameriprise Financial Inc. raised its position in Schwab Short-Term U.S. Treasury ETF by 5.7% in the second quarter. Ameriprise Financial Inc. now owns 23,077,707 shares of the company’s stock worth $570,775,000 after acquiring an additional 1,237,815 shares in the last quarter. BNP Paribas Financial Markets raised its position in Schwab Short-Term U.S. Treasury ETF by 17.2% in the second quarter. BNP Paribas Financial Markets now owns 444,031 shares of the company’s stock worth $10,825,000 after acquiring an additional 65,157 shares in the last quarter. Finally, Benjamin Edwards Inc. raised its position in Schwab Short-Term U.S. Treasury ETF by 14.5% in the second quarter. Benjamin Edwards Inc. now owns 106,542 shares of the company’s stock worth $2,597,000 after acquiring an additional 13,456 shares in the last quarter.

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

NYSEARCA:SCHO opened at $24.23 on Thursday. The stock has a fifty day moving average price of $24.28 and a two-hundred day moving average price of $24.35. Schwab Short-Term U.S. Treasury ETF has a 1 year low of $24.17 and a 1 year high of $24.47.

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.