PIWA
Prevail Innovative Wealth Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Sell |
66,729
-33,004
| -33% | -$826K | 0.37% | 89 |
|
|
2025
Q1 | $2.48M | Buy |
99,733
+5,056
| +5% | +$126K | 0.66% | 48 |
|
|
2024
Q4 | $2.3M | Buy |
94,677
+3,359
| +4% | +$81.6K | 0.67% | 55 |
|
|
2024
Q3 | $4.62M | Buy |
91,318
+42,302
| +86% | +$2.14M | 1.41% | 17 |
|
|
2024
Q2 | $2.39M | Buy |
49,016
+24,449
| +100% | +$1.19M | 0.85% | 55 |
|
|
2024
Q1 | $1.21M | Buy |
+24,567
| New | +$1.21M | 0.45% | 82 |
|