Dakota Wealth Management Grows Holdings in Schwab Short-Term U.S. Treasury ETF $SCHO

Posted by Defense World Staff on Mar 28th, 2026

Dakota Wealth Management lifted its stake in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 44.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 135,950 shares of the company’s stock after buying an additional 42,155 shares during the quarter. Dakota Wealth Management’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $3,313,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Smartleaf Asset Management LLC boosted its stake in Schwab Short-Term U.S. Treasury ETF by 235.4% during the 3rd quarter. Smartleaf Asset Management LLC now owns 1,023 shares of the company’s stock valued at $25,000 after acquiring an additional 718 shares during the last quarter. Lowe Brockenbrough & Co. Inc. bought a new stake in shares of Schwab Short-Term U.S. Treasury ETF in the 3rd quarter worth about $30,000. Measured Wealth Private Client Group LLC bought a new stake in shares of Schwab Short-Term U.S. Treasury ETF in the 3rd quarter worth about $41,000. Smithfield Trust Co acquired a new stake in shares of Schwab Short-Term U.S. Treasury ETF in the 3rd quarter valued at about $49,000. Finally, Promus Capital LLC acquired a new stake in shares of Schwab Short-Term U.S. Treasury ETF in the 3rd quarter valued at about $63,000.

Schwab Short-Term U.S. Treasury ETF Stock Up 0.2%

Shares of SCHO stock opened at $24.21 on Friday. Schwab Short-Term U.S. Treasury ETF has a one year low of $24.17 and a one year high of $24.47. The company’s 50-day simple moving average is $24.34 and its 200-day simple moving average is $24.37.

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

The company also recently disclosed a monthly dividend, which was paid on Friday, March 6th. Shareholders of record on Monday, March 2nd were paid a dividend of $0.0707 per share. The ex-dividend date was Monday, March 2nd. This represents a c) annualized dividend and a 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.