Schwab Short-Term U.S. Treasury ETF $SCHO Shares Acquired by Black Diamond Financial LLC

Posted by Renee Jackson on Feb 5th, 2026

Black Diamond Financial LLC lifted its stake in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 21.6% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 573,030 shares of the company’s stock after acquiring an additional 101,975 shares during the period. Schwab Short-Term U.S. Treasury ETF accounts for approximately 1.6% of Black Diamond Financial LLC’s portfolio, making the stock its 19th biggest position. Black Diamond Financial LLC’s holdings in Schwab Short-Term U.S. Treasury ETF were worth $13,982,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Cobblestone Capital Advisors LLC NY grew its holdings in shares of Schwab Short-Term U.S. Treasury ETF by 0.4% in the second quarter. Cobblestone Capital Advisors LLC NY now owns 99,475 shares of the company’s stock valued at $2,425,000 after purchasing an additional 422 shares during the period. Evanson Asset Management LLC boosted its holdings in Schwab Short-Term U.S. Treasury ETF by 1.0% in the 3rd quarter. Evanson Asset Management LLC now owns 43,932 shares of the company’s stock valued at $1,072,000 after purchasing an additional 445 shares during 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 valued at $946,000 after buying an additional 464 shares during the period. WMG Financial Advisors LLC grew its stake in shares of Schwab Short-Term U.S. Treasury ETF by 4.7% in the 3rd quarter. WMG Financial Advisors LLC now owns 10,753 shares of the company’s stock valued at $262,000 after buying an additional 485 shares during the period. Finally, Stonekeep Investments LLC increased its holdings in shares of Schwab Short-Term U.S. Treasury ETF by 3.6% during the 3rd quarter. Stonekeep Investments LLC now owns 14,080 shares of the company’s stock worth $344,000 after buying an additional 493 shares during the last quarter.

Schwab Short-Term U.S. Treasury ETF Stock Up 0.0%

SCHO stock opened at $24.33 on Thursday. Schwab Short-Term U.S. Treasury ETF has a one year low of $24.10 and a one year high of $24.47. The firm’s 50 day moving average price is $24.37 and its 200-day moving average price is $24.37.

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

The firm also recently announced a monthly dividend, which will be paid on Friday, February 6th. Shareholders of record on Monday, February 2nd will be given a $0.0869 dividend. This is an increase from Schwab Short-Term U.S. Treasury ETF’s previous monthly dividend of $0.07. This represents a c) dividend on an annualized basis and a yield of 4.3%. The ex-dividend date is Monday, February 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.