Lumbard & Kellner’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
$1.14M Sell
46,622
-6,716
-13% -$164K 0.5% 45
2025
Q1
$1.3M Buy
+53,338
New +$1.3M 0.57% 48