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

First Financial Group’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
Q2 		$2.13M Buy
88,180
+4,525
+5% +$109K 1.54% 18
2026
Q1 		$2.03M Sell
83,655
-4,130
-5% -$101K 1.66% 16
2025
Q4 		$2.14M Buy
87,785
+32,295
+58% +$787K 1.82% 16
2025
Q3 		$1.35M Buy
55,490
+27,770
+100% +$676K 1.17% 23
2025
Q2 		$676K Buy
27,720
+3,740
+16% +$90.9K 0.66% 29
2025
Q1 		$584K Buy
23,980
+2,220
+10% +$53.8K 0.66% 29
2024
Q4 		$524K Buy
+21,760
New +$527K 0.58% 31

Other funds holding SCHO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

First Financial Group's SCHO Position: Q2 2026 in Review

First Financial Group increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 5.4% in Q2 2026, buying an estimated $109K and bringing the position to 88,180 shares worth $2.13M. The position accounts for 1.54% of the portfolio, ranked #18.

First Financial Group first reported a position in SCHO in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.14M in Q4 2025. 354 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • First Financial Group held 88,180 shares of Schwab Short-Term US Treasury ETF worth $2.13M as of Q2 2026.
  • First Financial Group bought 4,525 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $109K.
  • Schwab Short-Term US Treasury ETF made up 1.54% of First Financial Group's portfolio in Q2 2026, its #18 holding.
  • First Financial Group first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • First Financial Group's Schwab Short-Term US Treasury ETF position peaked at $2.14M in Q4 2025.
  • 354 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on First Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.