EverSource Wealth Advisors LLC Boosts Holdings in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)

EverSource Wealth Advisors LLC grew its holdings in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) by 146.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 51,549 shares of the company’s stock after purchasing an additional 30,643 shares during the quarter. EverSource Wealth Advisors LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $1,240,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Atria Investments Inc raised its holdings in Schwab Short-Term U.S. Treasury ETF by 5.5% in the third quarter. Atria Investments Inc now owns 61,872 shares of the company’s stock valued at $3,030,000 after acquiring an additional 3,215 shares in the last quarter. Venturi Wealth Management LLC acquired a new stake in Schwab Short-Term U.S. Treasury ETF in the third quarter valued at approximately $68,000. Prime Capital Investment Advisors LLC raised its holdings in Schwab Short-Term U.S. Treasury ETF by 36.7% in the third quarter. Prime Capital Investment Advisors LLC now owns 26,642 shares of the company’s stock valued at $1,305,000 after acquiring an additional 7,149 shares in the last quarter. Cumberland Partners Ltd acquired a new stake in Schwab Short-Term U.S. Treasury ETF in the third quarter valued at approximately $1,188,000. Finally, Carlton Hofferkamp & Jenks Wealth Management LLC raised its holdings in Schwab Short-Term U.S. Treasury ETF by 106.8% in the third quarter. Carlton Hofferkamp & Jenks Wealth Management LLC now owns 222,384 shares of the company’s stock valued at $10,892,000 after acquiring an additional 114,859 shares in the last quarter.

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

Shares of NYSEARCA:SCHO opened at $24.26 on Thursday. The firm’s 50 day moving average price is $24.19 and its 200 day moving average price is $24.25. Schwab Short-Term U.S. Treasury ETF has a fifty-two week low of $23.85 and a fifty-two week high of $24.53.

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.