Lantern Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Buy |
+102,296
| New | +$2.49M | 1.48% | 19 |
|
|
2024
Q4 | $2.24M | Buy |
93,219
+11,179
| +14% | +$269K | 1.46% | 19 |
|
|
2024
Q3 | $2.01M | Sell |
82,040
-55,420
| -40% | -$1.36M | 1.39% | 19 |
|
|
2024
Q2 | $1.86M | Buy |
137,460
+56,734
| +70% | +$769K | 1.35% | 20 |
|
|
2024
Q1 | $1.95M | Buy |
80,726
+3,688
| +5% | +$88.9K | 1.37% | 21 |
|
|
2023
Q4 | $1.87M | Buy |
+77,038
| New | +$1.87M | 1.46% | 21 |
|