Access Financial Services’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$15.5M	Buy	633,783 +610,888	+2,668%	+$14.9M	5.84%	5
2025 Q1	$557K	Buy	+22,895	New	+$557K	0.22%	65
2017 Q1	–	Sell	-12,040	Closed	-$304K	–	67
2016 Q4	$304K	Buy	+12,040	New	+$304K	0.28%	55