First Affirmative Financial Network’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

First Affirmative Financial Network’s Portfolio SCHO Stock Details SCHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$505K	Buy	+20,800	New	+$506K	0.2%	129
2025 Q3	$514K	Sell	21,074 -762	-3%	-$18.5K	0.24%	103
2025 Q2	$532K	Buy	+21,836	New	+$531K	0.27%	97

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Affirmative Financial Network's SCHO Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q1 2026: 20,800 shares worth $505K. The stake represents 0.2% of the portfolio and ranks #129 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in SCHO as recently as Q3 2025.

First Affirmative Financial Network first reported a position in SCHO in Q2 2025 and has held it in 3 quarters since. The position peaked at $532K in Q2 2025. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

First Affirmative Financial Network held 20,800 shares of Schwab Short-Term US Treasury ETF worth $505K as of Q1 2026.
Schwab Short-Term US Treasury ETF was a new First Affirmative Financial Network position in Q1 2026.
Schwab Short-Term US Treasury ETF made up 0.2% of First Affirmative Financial Network's portfolio in Q1 2026, its #129 holding.
First Affirmative Financial Network first reported a position in Schwab Short-Term US Treasury ETF in Q2 2025 and has held it in 3 quarters since.
First Affirmative Financial Network's Schwab Short-Term US Treasury ETF position peaked at $532K in Q2 2025.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.