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 Q3	$1.81M	Sell	75,680 -12,500	-14%	-$300K	1.38%	18
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

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

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

First Financial Group's SCHO Position: Q3 2026 in Review

First Financial Group reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 14% in Q3 2026, selling an estimated $300K and leaving 75,680 shares worth $1.81M. The position accounts for 1.38% of the portfolio, ranked #18.

First Financial Group first reported a position in SCHO in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.14M in Q4 2025. 349 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

First Financial Group held 75,680 shares of Schwab Short-Term US Treasury ETF worth $1.81M as of Q3 2026.
First Financial Group sold 12,500 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $300K.
Schwab Short-Term US Treasury ETF made up 1.38% of First Financial Group's portfolio in Q3 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 8 quarters since.
First Financial Group's Schwab Short-Term US Treasury ETF position peaked at $2.14M in Q4 2025.
349 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on First Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.