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

Lake Point 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
2022 Q2	$1K	Buy	+40	New	+$986	﹤0.01%	406

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

MIM

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

Lake Point Wealth Management's SCHO Position: Q2 2022 in Review

Lake Point Wealth Management opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q2 2022: 40 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #406 among its holdings.

526 funds tracked by Wall St. Rank hold SCHO as of Q2 2022.

Lake Point Wealth Management held 40 shares of Schwab Short-Term US Treasury ETF worth $1K as of Q2 2022.
Schwab Short-Term US Treasury ETF was a new Lake Point Wealth Management position in Q2 2022.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #406 holding.
526 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.