Sagespring Wealth Partners LLC Takes Position in Schwab Short-Term U.S. Treasury ETF $SCHO

Posted by Hanz Christensen on Mar 24th, 2026

Sagespring Wealth Partners LLC purchased a new position in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 23,591 shares of the company’s stock, valued at approximately $575,000.

Other large investors also recently modified their holdings of the company. Smartleaf Asset Management LLC increased its holdings 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 worth $25,000 after acquiring an additional 718 shares during the period. Lowe Brockenbrough & Co. Inc. purchased a new position in shares of Schwab Short-Term U.S. Treasury ETF during the 3rd quarter valued at $30,000. Measured Wealth Private Client Group LLC purchased a new position in shares of Schwab Short-Term U.S. Treasury ETF during the 3rd quarter valued at $41,000. Smithfield Trust Co bought a new position in shares of Schwab Short-Term U.S. Treasury ETF in the third quarter worth $49,000. Finally, Promus Capital LLC bought a new position in shares of Schwab Short-Term U.S. Treasury ETF in the third quarter worth $63,000.

Schwab Short-Term U.S. Treasury ETF Trading Up 0.1%

Shares of SCHO stock opened at $24.24 on Tuesday. Schwab Short-Term U.S. Treasury ETF has a 52-week low of $24.19 and a 52-week high of $24.47. The business’s fifty day moving average is $24.35 and its 200 day moving average is $24.37.

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

The firm also recently announced a monthly dividend, which was paid on Friday, March 6th. Shareholders of record on Monday, March 2nd were paid a $0.0707 dividend. This represents a c) dividend on an annualized basis and a yield of 3.5%. The ex-dividend date was Monday, March 2nd.

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.