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

Lansing Street Advisors’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 Q2	$163K	Sell	6,796 -186	-3%	-$4.51K	0.09%	81
2023 Q1	$170K	Buy	6,982 +34	+0.5%	+$823	0.11%	84
2022 Q4	$168K	Buy	6,948 +52	+0.8%	+$1.25K	0.11%	90
2022 Q3	$166K	Sell	6,896 -2,152	-24%	-$52.6K	0.13%	82
2022 Q2	$223K	Buy	9,048 +8	+0.1%	+$197	0.17%	73
2022 Q1	$223K	Buy	+9,040	New	+$227K	0.14%	79

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lansing Street Advisors's SCHO Position: Q2 2023 in Review

Lansing Street Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 2.7% in Q2 2023, selling an estimated $4.51K and leaving 6,796 shares worth $163K. The position accounts for 0.09% of the portfolio, ranked #81.

Lansing Street Advisors first reported a position in SCHO in Q1 2022 and has held it in 6 quarters since. The position peaked at $223K in Q2 2022. 581 funds tracked by Wall St. Rank hold SCHO as of Q2 2023.

Lansing Street Advisors held 6,796 shares of Schwab Short-Term US Treasury ETF worth $163K as of Q2 2023.
Lansing Street Advisors sold 186 Schwab Short-Term US Treasury ETF shares in Q2 2023, an estimated $4.51K.
Schwab Short-Term US Treasury ETF made up 0.09% of Lansing Street Advisors's portfolio in Q2 2023, its #81 holding.
Lansing Street Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2022 and has held it in 6 quarters since.
Lansing Street Advisors's Schwab Short-Term US Treasury ETF position peaked at $223K in Q2 2022.
581 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2023.

Based on Lansing Street Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.