Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) is Clearwater Capital Advisors LLC’s Largest Position

Clearwater Capital Advisors LLC lifted its position in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) by 95.2% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 1,613,749 shares of the company’s stock after acquiring an additional 787,113 shares during the quarter. Schwab Short-Term U.S. Treasury ETF makes up 8.8% of Clearwater Capital Advisors LLC’s investment portfolio, making the stock its largest position. Clearwater Capital Advisors LLC owned approximately 0.62% of Schwab Short-Term U.S. Treasury ETF worth $78,186,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Bogart Wealth LLC increased its stake in Schwab Short-Term U.S. Treasury ETF by 194.4% in the 4th quarter. Bogart Wealth LLC now owns 2,255 shares of the company’s stock worth $109,000 after acquiring an additional 1,489 shares during the last quarter. RMR Wealth Builders increased its position in shares of Schwab Short-Term U.S. Treasury ETF by 27.2% during the 4th quarter. RMR Wealth Builders now owns 57,258 shares of the company’s stock valued at $2,774,000 after purchasing an additional 12,242 shares during the last quarter. Family Asset Management LLC raised its holdings in shares of Schwab Short-Term U.S. Treasury ETF by 40.9% during the 4th quarter. Family Asset Management LLC now owns 36,266 shares of the company’s stock valued at $1,757,000 after buying an additional 10,523 shares in the last quarter. Wealthcare Advisory Partners LLC bought a new stake in Schwab Short-Term U.S. Treasury ETF in the 4th quarter worth approximately $344,000. Finally, Avidian Wealth Solutions LLC grew its position in Schwab Short-Term U.S. Treasury ETF by 11.0% during the fourth quarter. Avidian Wealth Solutions LLC now owns 397,812 shares of the company’s stock valued at $19,274,000 after acquiring an additional 39,460 shares during the last quarter.

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

Shares of SCHO stock traded up $0.05 during trading hours on Thursday, hitting $47.97. 1,115,762 shares of the company’s stock were exchanged, compared to its average volume of 1,678,055. Schwab Short-Term U.S. Treasury ETF has a 12-month low of $47.65 and a 12-month high of $48.88. The business’s 50 day simple moving average is $48.02 and its 200-day simple moving average is $48.15.

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.