Lantern Wealth Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Lantern Wealth 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
2026 Q1	$2.04M	Sell	84,016 -1,931	-2%	-$47K	1.05%	26
2025 Q4	$2.09M	Sell	85,947 -15,210	-15%	-$371K	1.11%	23
2025 Q3	$2.47M	Sell	101,157 -1,139	-1%	-$27.7K	1.31%	18
2025 Q2	$2.49M	Buy	+102,296	New	+$2.49M	1.48%	19
2024 Q4	$2.24M	Buy	93,219 +11,179	+14%	+$271K	1.46%	19
2024 Q3	$2.01M	Sell	82,040 -55,420	-40%	-$1.35M	1.39%	19
2024 Q2	$1.86M	Buy	137,460 +56,734	+70%	+$1.36M	1.35%	20
2024 Q1	$1.95M	Buy	80,726 +3,688	+5%	+$89.1K	1.37%	21
2023 Q4	$1.87M	Buy	+77,038	New	+$1.85M	1.46%	21

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Lantern Wealth Advisors's SCHO Position: Q1 2026 in Review

Lantern Wealth Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 2.2% in Q1 2026, selling an estimated $47K and leaving 84,016 shares worth $2.04M. The position accounts for 1.05% of the portfolio, ranked #26.

Lantern Wealth Advisors first reported a position in SCHO in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.49M in Q2 2025. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Lantern Wealth Advisors held 84,016 shares of Schwab Short-Term US Treasury ETF worth $2.04M as of Q1 2026.
Lantern Wealth Advisors sold 1,931 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $47K.
Schwab Short-Term US Treasury ETF made up 1.05% of Lantern Wealth Advisors's portfolio in Q1 2026, its #26 holding.
Lantern Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and has held it in 9 quarters since.
Lantern Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $2.49M in Q2 2025.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Lantern Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.