Lake Street Advisors Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-21,278
Closed -$515K 675
2023
Q4
$515K Hold
21,278
0.03% 323
2023
Q3
$510K Hold
21,278
0.03% 205
2023
Q2
$511K Buy
+21,278
New +$511K 0.03% 207