Landsberg Bennett & Dubbaneh’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Landsberg Bennett & Dubbaneh’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
2021 Q3	$1.34M	Buy	+52,166	New	+$1.34M	0.17%	114
2020 Q3	–	Sell	-99,408	Closed	-$2.57M	–	220
2020 Q2	$2.57M	Sell	99,408 -37,854	-28%	-$977K	0.53%	57
2020 Q1	$3.54M	Buy	+137,262	New	+$3.5M	0.99%	33

Other funds holding SCHO

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $3.7B AUM 16.56% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Landsberg Bennett & Dubbaneh's SCHO Position: Q3 2021 in Review

Landsberg Bennett & Dubbaneh opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q3 2021: 52,166 shares worth $1.34M. The stake represents 0.17% of the portfolio and ranks #114 among its holdings. This is a return to the name: Landsberg Bennett & Dubbaneh previously reported a position in SCHO as recently as Q2 2020.

Landsberg Bennett & Dubbaneh first reported a position in SCHO in Q1 2020 and has held it in 3 quarters since. The position peaked at $3.54M in Q1 2020. 484 funds tracked by Wall St. Rank hold SCHO as of Q3 2021.

Landsberg Bennett & Dubbaneh held 52,166 shares of Schwab Short-Term US Treasury ETF worth $1.34M as of Q3 2021.
Schwab Short-Term US Treasury ETF was a new Landsberg Bennett & Dubbaneh position in Q3 2021.
Schwab Short-Term US Treasury ETF made up 0.17% of Landsberg Bennett & Dubbaneh's portfolio in Q3 2021, its #114 holding.
Landsberg Bennett & Dubbaneh first reported a position in Schwab Short-Term US Treasury ETF in Q1 2020 and has held it in 3 quarters since.
Landsberg Bennett & Dubbaneh's Schwab Short-Term US Treasury ETF position peaked at $3.54M in Q1 2020.
484 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2021.

Based on Landsberg Bennett & Dubbaneh's 13F filing for Q3 2021, filed 29 Oct 2021.