Ethos Financial Group, LLC Schwab Short Term Us Treasury Transaction History

Ethos Financial Group, LLC

$1.1 Billion
Q3 2025

A detailed history of Ethos Financial Group, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Ethos Financial Group, LLC holds 46,647 shares of SCHO stock, worth $1.14 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

46,647

Previous 45,876 1.68%

Holding current value

$1.14 Million

Previous $1.12 Million 1.79%

% of portfolio

0.1%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$24.23 - $24.42 $18,681 - $18,827	771 Added 1.68%	46,647 $1.14 Million
Q2 2025 Aug 06, 2025	BUY	$24.19 - $24.45 $885,160 - $894,674	36,592 Added 394.14%	45,876 $1.12 Million
Q4 2024 Feb 06, 2025	BUY	$24.06 - $48.88 $111,686 - $226,900	4,642 Added 100.0%	9,284 $223,000
Q3 2024 Nov 07, 2024	SELL	$47.93 - $49.06 $190,617 - $195,111	-3,977 Reduced 46.14%	4,642 $227,000
Q2 2024 Aug 12, 2024	BUY	$47.75 - $48.13 $190,045 - $191,557	3,980 Added 85.79%	8,619 $415,000

Q1 2024 May 08, 2024	SELL	$48.05 - $48.63 $192,296 - $194,617	-4,002 Reduced 46.31%	4,639 $224,000
Q4 2023 Feb 07, 2024	BUY	$47.66 - $48.45 $190,735 - $193,896	4,002 Added 86.27%	8,641 $419,000
Q4 2022 Feb 09, 2023	BUY	$47.89 - $48.47 $222,161 - $224,852	4,639 New	4,639 $224 Million

Others Institutions Holding SCHO

# of Institutions

705

Shares Held

323M

Call Options Held

Put Options Held

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About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Ethos Financial Group, LLC Schwab Short Term Us Treasury Transaction History