Perigon Wealth Management LLC Has $706,000 Stake in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)

Perigon Wealth Management LLC grew its holdings in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) by 99.2% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 29,180 shares of the company’s stock after purchasing an additional 14,531 shares during the quarter. Perigon Wealth Management LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $706,000 as of its most recent filing with the SEC.

Other institutional investors have also made changes to their positions in the company. Jane Street Group LLC acquired a new stake in Schwab Short-Term U.S. Treasury ETF in the 3rd quarter valued at approximately $423,782,000. Stifel Financial Corp boosted its position in shares of Schwab Short-Term U.S. Treasury ETF by 4.4% in the third quarter. Stifel Financial Corp now owns 2,999,027 shares of the company’s stock valued at $146,894,000 after acquiring an additional 127,669 shares during the period. MCF Advisors LLC grew its stake in shares of Schwab Short-Term U.S. Treasury ETF by 133.5% in the fourth quarter. MCF Advisors LLC now owns 2,929,208 shares of the company’s stock worth $70,477,000 after acquiring an additional 1,674,798 shares during the last quarter. Bank of Montreal Can increased its position in Schwab Short-Term U.S. Treasury ETF by 15,996.5% during the third quarter. Bank of Montreal Can now owns 2,607,963 shares of the company’s stock worth $127,921,000 after acquiring an additional 2,591,761 shares during the period. Finally, West Coast Financial LLC raised its stake in Schwab Short-Term U.S. Treasury ETF by 162.2% during the 4th quarter. West Coast Financial LLC now owns 2,457,475 shares of the company’s stock valued at $59,127,000 after purchasing an additional 1,520,253 shares during the last quarter.

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

NYSEARCA SCHO opened at $24.24 on Friday. The company’s fifty day moving average is $24.16 and its two-hundred day moving average is $24.26. Schwab Short-Term U.S. Treasury ETF has a 52-week low of $23.85 and a 52-week high of $24.53.

About Schwab Short-Term U.S. Treasury ETF

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.