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

Williams Financial’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
2025 Q3	$23.1M	Buy
2025 Q2	$22.7M	Buy
2025 Q1	$19.5M	Sell
2024 Q4	$19.5M	Buy
2024 Q3	$19.2M	Buy
2024 Q2	$18.4M	Buy
2024 Q1	$18.4M	Buy
2021 Q3	–	Sell
2021 Q2	$218K	Hold
2021 Q1	$219K	Buy