Lake Hills Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Lake Hills Wealth Management’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
2023 Q1	–	Sell	-85,170	Closed	-$2.05M	–	34
2022 Q4	$2.05M	Buy	+85,170	New	+$2.05M	2.05%	17
2022 Q3	–	Sell	-33,462	Closed	-$818K	–	43
2022 Q2	$823K	Buy	+33,462	New	+$825K	0.61%	21

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

PSP

Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

Lake Hills Wealth Management's SCHO Position: Q1 2023 in Review

Lake Hills Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2023, closing a stake of 85,170 shares — an estimated $2.05M sold.

Lake Hills Wealth Management first reported a position in SCHO in Q2 2022 and held it in 2 quarters. The position peaked at $2.05M in Q4 2022. 572 funds tracked by Wall St. Rank hold SCHO as of Q1 2023.

Lake Hills Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2023 after selling out during the quarter.
Lake Hills Wealth Management sold 85,170 Schwab Short-Term US Treasury ETF shares in Q1 2023, an estimated $2.05M.
Lake Hills Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q2 2022 and held it in 2 quarters.
Lake Hills Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $2.05M in Q4 2022.
572 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2023.

Based on Lake Hills Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.