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 Q3	$1.97M	Sell	82,435 -1,514	-2%	-$36.4K	0.85%	31
2026 Q2	$2.03M	Sell	83,949 -67	-0.1%	-$1.62K	0.93%	28
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Lantern Wealth Advisors's SCHO Position: Q3 2026 in Review

Lantern Wealth Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 1.8% in Q3 2026, selling an estimated $36.4K and leaving 82,435 shares worth $1.97M. The position accounts for 0.85% of the portfolio, ranked #31.

Lantern Wealth Advisors first reported a position in SCHO in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.49M in Q2 2025. 255 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

Lantern Wealth Advisors held 82,435 shares of Schwab Short-Term US Treasury ETF worth $1.97M as of Q3 2026.
Lantern Wealth Advisors sold 1,514 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $36.4K.
Schwab Short-Term US Treasury ETF made up 0.85% of Lantern Wealth Advisors's portfolio in Q3 2026, its #31 holding.
Lantern Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Lantern Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $2.49M in Q2 2025.
255 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Lantern Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.