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 Q3	$508K	Buy	+21,301	New	+$512K	0.11%	176
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

First Affirmative Financial Network's SCHO Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q3 2026: 21,301 shares worth $508K. The stake represents 0.11% of the portfolio and ranks #176 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in SCHO as recently as Q1 2026.

First Affirmative Financial Network first reported a position in SCHO in Q2 2025 and has held it in 4 quarters since. The position peaked at $532K in Q2 2025. 253 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

First Affirmative Financial Network held 21,301 shares of Schwab Short-Term US Treasury ETF worth $508K as of Q3 2026.
Schwab Short-Term US Treasury ETF was a new First Affirmative Financial Network position in Q3 2026.
Schwab Short-Term US Treasury ETF made up 0.11% of First Affirmative Financial Network's portfolio in Q3 2026, its #176 holding.
First Affirmative Financial Network first reported a position in Schwab Short-Term US Treasury ETF in Q2 2025 and has held it in 4 quarters since.
First Affirmative Financial Network's Schwab Short-Term US Treasury ETF position peaked at $532K in Q2 2025.
253 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.