United Capital Management of KS Inc. Grows Position in Schwab Short-Term U.S. Treasury ETF $SCHO

Posted by Logan Wallace on Mar 6th, 2026

United Capital Management of KS Inc. increased its stake in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 4.7% during the third quarter, according to its most recent filing with the SEC. The fund owned 1,106,304 shares of the company’s stock after buying an additional 49,734 shares during the quarter. Schwab Short-Term U.S. Treasury ETF accounts for approximately 3.7% of United Capital Management of KS Inc.’s portfolio, making the stock its 4th largest holding. United Capital Management of KS Inc.’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $26,994,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in SCHO. Evanson Asset Management LLC raised its position in Schwab Short-Term U.S. Treasury ETF by 1.0% in the third quarter. Evanson Asset Management LLC now owns 43,932 shares of the company’s stock worth $1,072,000 after acquiring an additional 445 shares during the period. Sherman Asset Management Inc. grew its position in shares of Schwab Short-Term U.S. Treasury ETF by 1.2% during the 2nd quarter. Sherman Asset Management Inc. now owns 38,821 shares of the company’s stock valued at $946,000 after acquiring an additional 464 shares during the period. WMG Financial Advisors LLC increased its stake in shares of Schwab Short-Term U.S. Treasury ETF by 4.7% during the 3rd quarter. WMG Financial Advisors LLC now owns 10,753 shares of the company’s stock worth $262,000 after purchasing an additional 485 shares during the last quarter. Stonekeep Investments LLC raised its holdings in shares of Schwab Short-Term U.S. Treasury ETF by 3.6% in the 3rd quarter. Stonekeep Investments LLC now owns 14,080 shares of the company’s stock worth $344,000 after purchasing an additional 493 shares during the period. Finally, Founders Financial Alliance LLC raised its holdings in shares of Schwab Short-Term U.S. Treasury ETF by 20.5% in the 3rd quarter. Founders Financial Alliance LLC now owns 2,904 shares of the company’s stock worth $71,000 after purchasing an additional 495 shares during the period.

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

Shares of NYSEARCA SCHO opened at $24.31 on Friday. The stock has a fifty day simple moving average of $24.38 and a two-hundred day simple moving average of $24.38. Schwab Short-Term U.S. Treasury ETF has a 1-year low of $24.19 and a 1-year high of $24.47.

Schwab Short-Term U.S. Treasury ETF Cuts Dividend

The company also recently declared a monthly dividend, which will be paid on Friday, March 6th. Stockholders of record on Monday, March 2nd will be paid a dividend of $0.0707 per share. The ex-dividend date is Monday, March 2nd. This represents a c) annualized dividend and a dividend yield of 3.5%.

Schwab Short-Term U.S. Treasury ETF Profile

(Free Report)

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.