PrairieView Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

PrairieView Partners’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 Q2	$713K	Sell	29,261 -3,944	-12%	-$95.8K	0.07%	77
2025 Q1	$808K	Sell	33,205 -10,106	-23%	-$245K	0.08%	66
2024 Q4	$1.04M	Sell	43,311 -67,851	-61%	-$1.64M	0.11%	64
2024 Q3	$2.72M	Sell	111,162 -25,486	-19%	-$619K	0.28%	45
2024 Q2	$3.29M	Sell	136,648 -2,388	-2%	-$57.3K	0.37%	35
2024 Q1	$3.35M	Sell	139,036 -7,910	-5%	-$191K	0.38%	37
2023 Q4	$3.56M	Buy	146,946 +42,264	+40%	+$1.01M	0.44%	34
2023 Q3	$2.51M	Buy	104,682 +43,540	+71%	+$1.04M	0.34%	38
2023 Q2	$1.47M	Sell	61,142 -22,136	-27%	-$537K	0.19%	46
2023 Q1	$2.03M	Sell	83,278 -906	-1%	-$21.9K	0.28%	43
2022 Q4	$2.03M	Sell	84,184 -22,374	-21%	-$539K	0.3%	43
2022 Q3	$2.57M	Sell	106,558 -6,634	-6%	-$162K	0.42%	38
2022 Q2	$2.78M	Sell	113,192 -46,792	-29%	-$1.15M	0.43%	36
2022 Q1	$3.96M	Buy	159,984 +76,856	+92%	+$1.93M	0.56%	30
2021 Q4	$2.11M	Buy	83,128 +20,640	+33%	+$526K	0.29%	39
2021 Q3	$1.6M	Sell	62,488 -6,280	-9%	-$161K	0.24%	41
2021 Q2	$1.76M	Sell	68,768 -1,334	-2%	-$34.2K	0.26%	40
2021 Q1	$1.8M	Sell	70,102 -1,856	-3%	-$47.7K	0.29%	40
2020 Q4	$1.85M	Sell	71,958 -8,380	-10%	-$215K	0.33%	39
2020 Q3	$2.07M	Sell	80,338 -3,216	-4%	-$82.9K	0.43%	34
2020 Q2	$2.16M	Sell	83,554 -14,256	-15%	-$368K	0.48%	34
2020 Q1	$2.53M	Sell	97,810 -18,184	-16%	-$463K	0.64%	28
2019 Q4	$2.93M	Sell	115,994 -15,596	-12%	-$394K	0.63%	26
2019 Q3	$3.33M	Sell	131,590 -10,184	-7%	-$257K	0.77%	24
2019 Q2	$3.59M	Sell	141,774 -39,182	-22%	-$984K	0.89%	23
2019 Q1	$4.54M	Sell	180,956 -7,546	-4%	-$188K	1.17%	20
2018 Q4	$4.7M	Sell	188,502 -2,800	-1%	-$69.4K	1.32%	19
2018 Q3	$4.74M	Buy	191,302 +27,964	+17%	+$694K	1.24%	20
2018 Q2	$4.06M	Buy	163,338 +50,598	+45%	+$1.26M	1.04%	23
2018 Q1	$2.81M	Buy	112,740 +8,480	+8%	+$211K	0.67%	26
2017 Q4	$2.61M	Buy	+104,260	New	+$2.62M	0.73%	26

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PrairieView Partners's SCHO Position: Q2 2025 in Review

PrairieView Partners reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 12% in Q2 2025, selling an estimated $95.8K and leaving 29,261 shares worth $713K. The position accounts for 0.07% of the portfolio, ranked #77.

PrairieView Partners first reported a position in SCHO in Q4 2017 and has held it in 31 quarters since. The position peaked at $4.74M in Q3 2018. 655 funds tracked by Wall St. Rank hold SCHO as of Q2 2025.

PrairieView Partners held 29,261 shares of Schwab Short-Term US Treasury ETF worth $713K as of Q2 2025.
PrairieView Partners sold 3,944 Schwab Short-Term US Treasury ETF shares in Q2 2025, an estimated $95.8K.
Schwab Short-Term US Treasury ETF made up 0.07% of PrairieView Partners's portfolio in Q2 2025, its #77 holding.
PrairieView Partners first reported a position in Schwab Short-Term US Treasury ETF in Q4 2017 and has held it in 31 quarters since.
PrairieView Partners's Schwab Short-Term US Treasury ETF position peaked at $4.74M in Q3 2018.
655 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.