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Lebenthal Global Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Lebenthal Global 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
2025
Q4 		– Sell
-8,206
Closed -$200K – 209
2025
Q3 		$200K Buy
+8,206
New +$200K 0.04% 189

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Lebenthal Global Advisors's SCHO Position: Q4 2025 in Review

Lebenthal Global Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2025, closing a stake of 8,206 shares — an estimated $200K sold.

Lebenthal Global Advisors first reported a position in SCHO in Q3 2025 and held it in 1 quarter. The position peaked at $200K in Q3 2025. 684 funds tracked by Wall St. Rank hold SCHO as of Q4 2025.

  • Lebenthal Global Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Lebenthal Global Advisors sold 8,206 Schwab Short-Term US Treasury ETF shares in Q4 2025, an estimated $200K.
  • Lebenthal Global Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q3 2025 and held it in 1 quarter.
  • Lebenthal Global Advisors's Schwab Short-Term US Treasury ETF position peaked at $200K in Q3 2025.
  • 684 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2025.

Based on Lebenthal Global Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.