Moneywise Inc. Trims Stake in Schwab Short-Term U.S. Treasury ETF (SCHO)

Moneywise Inc. lessened its holdings in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) by 47.8% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 6,928 shares of the company’s stock after selling 6,342 shares during the period. Schwab Short-Term U.S. Treasury ETF comprises approximately 0.3% of Moneywise Inc.’s holdings, making the stock its 26th largest holding. Moneywise Inc.’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $345,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in the stock. W.E. Donoghue & Co. LLC grew its holdings in shares of Schwab Short-Term U.S. Treasury ETF by 4,978.3% during the 4th quarter. W.E. Donoghue & Co. LLC now owns 3,459,219 shares of the company’s stock worth $172,650,000 after acquiring an additional 3,391,102 shares during the period. Brookstone Capital Management bought a new stake in shares of Schwab Short-Term U.S. Treasury ETF in the 4th quarter worth approximately $54,054,000. Financial Engines Advisors L.L.C. boosted its position in shares of Schwab Short-Term U.S. Treasury ETF by 89.0% in the 4th quarter. Financial Engines Advisors L.L.C. now owns 1,646,795 shares of the company’s stock worth $81,838,000 after purchasing an additional 775,550 shares in the last quarter. Bank of America Corp DE boosted its position in shares of Schwab Short-Term U.S. Treasury ETF by 19.9% in the 4th quarter. Bank of America Corp DE now owns 4,101,250 shares of the company’s stock worth $204,693,000 after purchasing an additional 680,198 shares in the last quarter. Finally, Visionary Asset Management Inc. boosted its position in shares of Schwab Short-Term U.S. Treasury ETF by 2,123.8% in the 4th quarter. Visionary Asset Management Inc. now owns 708,116 shares of the company’s stock worth $35,342,000 after purchasing an additional 676,274 shares in the last quarter.

Shares of SCHO traded down $0.03 during mid-day trading on Friday, reaching $50.24. The company had a trading volume of 451,140 shares, compared to its average volume of 1,106,176. Schwab Short-Term U.S. Treasury ETF has a 52 week low of $49.42 and a 52 week high of $50.25.

The business also recently declared a monthly dividend, which was paid on Tuesday, May 7th. Stockholders of record on Thursday, May 2nd were given a $0.0991 dividend. The ex-dividend date of this dividend was Wednesday, May 1st. This represents a $1.19 dividend on an annualized basis and a dividend yield of 2.37%.

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Read More: Momentum Indicators

Institutional Ownership by Quarter for Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)

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