LAM
Lummis Asset Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Sell |
53,160
-298
| -0.6% | -$7.27K | 0.85% | 29 |
|
|
2025
Q1 | $1.3M | Buy |
53,458
+1,682
| +3% | +$40.9K | 0.9% | 30 |
|
|
2024
Q4 | $1.25M | Buy |
51,776
+15,668
| +43% | +$377K | 1.58% | 20 |
|
|
2024
Q3 | $1.77M | Sell |
36,108
-1,371
| -4% | -$67.2K | 2.07% | 17 |
|
|
2024
Q2 | $1.8M | Buy |
37,479
+397
| +1% | +$19.1K | 2.38% | 13 |
|
|
2024
Q1 | $1.79M | Sell |
37,082
-15
| -0% | -$723 | 2.4% | 14 |
|
|
2023
Q4 | $1.8M | Buy |
+37,097
| New | +$1.8M | 1.38% | 22 |
|