Farther Finance Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.1M	Buy	664,015 +130,797	+25%	+$3.18M	0.15%	122
2025 Q4	$13M	Buy	533,218 +296,795	+126%	+$7.24M	0.14%	133
2025 Q3	$5.77M	Sell	236,423 -23,121	-9%	-$563K	0.09%	198
2025 Q2	$6.33M	Sell	259,544 -21,703	-8%	-$527K	0.13%	150
2025 Q1	$6.83M	Sell	281,247 -135,536	-33%	-$3.28M	0.17%	117
2024 Q4	$10M	Sell	416,783 -88,479	-18%	-$2.14M	0.36%	59
2024 Q3	$12.4M	Sell	505,262 -38,204	-7%	-$929K	0.46%	37
2024 Q2	$13M	Buy	543,466 +21,646	+4%	+$519K	0.63%	27
2024 Q1	$12.5M	Buy	521,820 +283,418	+119%	+$6.84M	0.76%	19
2023 Q4	$5.78M	Buy	238,402 +132,246	+125%	+$3.18M	0.42%	48
2023 Q3	$2.54M	Sell	106,156 -2,836	-3%	-$68K	0.4%	47
2023 Q2	$2.62M	Buy	108,992 +23,408	+27%	+$568K	0.57%	34
2023 Q1	$2.09M	Buy	85,584 +33,324	+64%	+$807K	0.61%	29
2022 Q4	$1.26M	Buy	+52,260	New	+$1.26M	0.49%	34