83,965 Shares of Schwab Short-Term U.S. Treasury ETF $SCHO Acquired by RCS Financial Planning LLC

RCS Financial Planning LLC purchased a new position in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) during the 3rd quarter, Holdings Channel reports. The institutional investor purchased 83,965 shares of the company’s stock, valued at approximately $2,003,000. Schwab Short-Term U.S. Treasury ETF comprises approximately 1.1% of RCS Financial Planning LLC’s investment portfolio, making the stock its 22nd largest holding.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Lodestone Wealth Management LLC raised its stake in shares of Schwab Short-Term U.S. Treasury ETF by 4,739.2% during the third quarter. Lodestone Wealth Management LLC now owns 13,937 shares of the company’s stock valued at $333,000 after purchasing an additional 13,649 shares during the period. Wealth Forward LLC boosted its stake in shares of Schwab Short-Term U.S. Treasury ETF by 1,827.1% in the third quarter. Wealth Forward LLC now owns 544,703 shares of the company’s stock valued at $12,997,000 after purchasing an additional 516,438 shares during the period. Enclave Advisors LLC boosted its stake in shares of Schwab Short-Term U.S. Treasury ETF by 3.6% in the third quarter. Enclave Advisors LLC now owns 16,265 shares of the company’s stock valued at $388,000 after purchasing an additional 564 shares during the period. XY Planning Network Inc. boosted its stake in shares of Schwab Short-Term U.S. Treasury ETF by 14.6% in the third quarter. XY Planning Network Inc. now owns 121,380 shares of the company’s stock valued at $2,896,000 after purchasing an additional 15,477 shares during the period. Finally, Salem Investment Counselors Inc. acquired a new stake in Schwab Short-Term U.S. Treasury ETF during the 3rd quarter valued at $246,000.

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

Schwab Short-Term U.S. Treasury ETF stock remained flat at $23.87 during midday trading on Wednesday. 5,943,479 shares of the company traded hands, compared to its average volume of 4,056,934. Schwab Short-Term U.S. Treasury ETF has a 12-month low of $23.79 and a 12-month high of $24.46. The company has a 50-day simple moving average of $23.97 and a 200 day simple moving average of $24.09.

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.