Peterson Wealth Advisors LLC Buys 57,591 Shares of Schwab Short-Term U.S. Treasury ETF $SCHO

Posted by Dante Gardener on Mar 24th, 2026

Peterson Wealth Advisors LLC lifted its stake in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 13.6% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 481,950 shares of the company’s stock after buying an additional 57,591 shares during the period. Schwab Short-Term U.S. Treasury ETF comprises approximately 1.6% of Peterson Wealth Advisors LLC’s investment portfolio, making the stock its 15th biggest position. Peterson Wealth Advisors LLC owned approximately 0.10% of Schwab Short-Term U.S. Treasury ETF worth $11,745,000 as of its most recent filing with the SEC.

A number of other large investors also recently modified their holdings of the company. Bank of America Corp DE grew its position in Schwab Short-Term U.S. Treasury ETF by 8.8% during the 3rd quarter. Bank of America Corp DE now owns 118,665,834 shares of the company’s stock worth $2,895,446,000 after acquiring an additional 9,578,278 shares during the last quarter. Ameriprise Financial Inc. raised its position in Schwab Short-Term U.S. Treasury ETF by 5.7% in the second quarter. Ameriprise Financial Inc. now owns 23,077,707 shares of the company’s stock valued at $570,775,000 after purchasing an additional 1,237,815 shares during the last quarter. Sei Investments Co. raised its position in Schwab Short-Term U.S. Treasury ETF by 3.4% in the third quarter. Sei Investments Co. now owns 17,596,729 shares of the company’s stock valued at $429,361,000 after purchasing an additional 570,536 shares during the last quarter. Wealthfront Advisers LLC boosted its stake in shares of Schwab Short-Term U.S. Treasury ETF by 5.7% during the third quarter. Wealthfront Advisers LLC now owns 3,787,747 shares of the company’s stock valued at $92,421,000 after purchasing an additional 202,970 shares in the last quarter. Finally, Moisand Fitzgerald Tamayo LLC boosted its stake in shares of Schwab Short-Term U.S. Treasury ETF by 6.0% during the third quarter. Moisand Fitzgerald Tamayo LLC now owns 3,441,065 shares of the company’s stock valued at $83,962,000 after purchasing an additional 195,869 shares in the last quarter.

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

NYSEARCA:SCHO opened at $24.24 on Tuesday. The stock’s 50-day moving average is $24.35 and its 200-day moving average is $24.37. 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 firm also recently announced a monthly dividend, which was paid on Friday, March 6th. Investors of record on Monday, March 2nd were given 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 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.