Valley Forge Investment Consultants Inc. ADV boosted its position in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 110.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 41,445 shares of the company’s stock after purchasing an additional 21,761 shares during the period. Schwab Short-Term U.S. Treasury ETF makes up approximately 0.3% of Valley Forge Investment Consultants Inc. ADV’s investment portfolio, making the stock its 29th biggest holding. Valley Forge Investment Consultants Inc. ADV’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $997,000 at the end of the most recent quarter.
A number of other hedge funds have also recently modified their holdings of SCHO. OLD Point Trust & Financial Services N A purchased a new stake in Schwab Short-Term U.S. Treasury ETF in the 4th quarter valued at about $25,000. Kennebec Savings Bank boosted its holdings in shares of Schwab Short-Term U.S. Treasury ETF by 100.0% in the fourth quarter. Kennebec Savings Bank now owns 1,072 shares of the company’s stock valued at $26,000 after purchasing an additional 536 shares during the period. Golden State Wealth Management LLC bought a new position in Schwab Short-Term U.S. Treasury ETF in the fourth quarter worth approximately $26,000. Aspect Partners LLC purchased a new position in Schwab Short-Term U.S. Treasury ETF during the 4th quarter worth $26,000. Finally, AllSquare Wealth Management LLC raised its position in Schwab Short-Term U.S. Treasury ETF by 99.8% during the 4th quarter. AllSquare Wealth Management LLC now owns 1,091 shares of the company’s stock valued at $26,000 after purchasing an additional 545 shares in the last quarter.
Schwab Short-Term U.S. Treasury ETF Price Performance
SCHO opened at $24.33 on Friday. Schwab Short-Term U.S. Treasury ETF has a 12-month low of $23.85 and a 12-month high of $24.54. The business’s fifty day simple moving average is $24.22 and its 200-day simple moving average is $24.24.
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.
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