Schwab Short-Term U.S. Treasury ETF $SCHO is United Capital Management of KS Inc.’s 4th Largest Position

Posted by Tyrone Williams on Mar 6th, 2026

United Capital Management of KS Inc. grew 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 Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,106,304 shares of the company’s stock after purchasing an additional 49,734 shares during the quarter. Schwab Short-Term U.S. Treasury ETF makes up about 3.7% of United Capital Management of KS Inc.’s holdings, making the stock its 4th largest position. United Capital Management of KS Inc. owned approximately 0.23% of Schwab Short-Term U.S. Treasury ETF worth $26,994,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also bought and sold shares of the stock. Evanson Asset Management LLC lifted its stake in Schwab Short-Term U.S. Treasury ETF by 1.0% during the 3rd quarter. Evanson Asset Management LLC now owns 43,932 shares of the company’s stock valued at $1,072,000 after acquiring an additional 445 shares in the last quarter. Sherman Asset Management Inc. grew its stake in shares of Schwab Short-Term U.S. Treasury ETF by 1.2% in the 2nd quarter. Sherman Asset Management Inc. now owns 38,821 shares of the company’s stock worth $946,000 after acquiring an additional 464 shares in the last quarter. WMG Financial Advisors LLC lifted its position in shares of Schwab Short-Term U.S. Treasury ETF by 4.7% during the third quarter. WMG Financial Advisors LLC now owns 10,753 shares of the company’s stock valued at $262,000 after purchasing an additional 485 shares in the last quarter. Stonekeep Investments LLC lifted its position in shares of Schwab Short-Term U.S. Treasury ETF by 3.6% during the third quarter. Stonekeep Investments LLC now owns 14,080 shares of the company’s stock valued at $344,000 after purchasing an additional 493 shares in the last quarter. Finally, Founders Financial Alliance LLC boosted its holdings in Schwab Short-Term U.S. Treasury ETF by 20.5% during the third 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 last quarter.

Schwab Short-Term U.S. Treasury ETF Stock Down 0.1%

Shares of SCHO stock opened at $24.31 on Friday. Schwab Short-Term U.S. Treasury ETF has a 52-week low of $24.19 and a 52-week high of $24.47. The company has a 50-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 Cuts Dividend

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

Schwab Short-Term U.S. Treasury ETF Company 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.