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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-18,846
Closed -$455K 53
2022
Q3
$455K Buy
+18,846
New +$461K 0.41% 25

Other funds holding SCHO

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.