PCIA
Prime Capital Investment Advisors’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 | $1.48M | Sell |
60,534
-10,173
| -14% | -$248K | 0.02% | 386 |
|
|
2025
Q1 | $1.72M | Buy |
70,707
+3,270
| +5% | +$79.6K | 0.02% | 392 |
|
|
2024
Q4 | $1.62M | Buy |
67,437
+40,795
| +153% | +$982K | 0.02% | 336 |
|
|
2024
Q3 | $1.3M | Buy |
26,642
+7,149
| +37% | +$350K | 0.02% | 386 |
|
|
2024
Q2 | $938K | Sell |
19,493
-2,424
| -11% | -$117K | 0.01% | 447 |
|
|
2024
Q1 | $1.06M | Buy |
21,917
+1,298
| +6% | +$62.6K | 0.01% | 457 |
|
|
2023
Q4 | $999K | Sell |
20,619
-2,469
| -11% | -$120K | 0.02% | 430 |
|
|
2023
Q3 | $1.11M | Sell |
23,088
-932
| -4% | -$44.6K | 0.02% | 327 |
|
|
2023
Q2 | $1.15M | Buy |
24,020
+3,107
| +15% | +$149K | 0.02% | 333 |
|
|
2023
Q1 | $1.02M | Sell |
20,913
-4,237
| -17% | -$207K | 0.04% | 245 |
|
|
2022
Q4 | $1.21M | Buy |
25,150
+3,890
| +18% | +$188K | 0.05% | 223 |
|
|
2022
Q3 | $1.03M | Buy |
21,260
+509
| +2% | +$24.6K | 0.06% | 172 |
|
|
2022
Q2 | $1.02M | Sell |
20,751
-4,748
| -19% | -$234K | 0.06% | 173 |
|
|
2022
Q1 | $1.3M | Hold |
25,499
| – | – | 0.07% | 153 |
|
|
2021
Q4 | $1.3M | Sell |
25,499
-2,715
| -10% | -$138K | 0.07% | 157 |
|
|
2021
Q3 | $1.44M | Buy |
28,214
+2,161
| +8% | +$111K | 0.09% | 157 |
|
|
2021
Q2 | $1.33M | Buy |
26,053
+18,557
| +248% | +$950K | 0.08% | 168 |
|
|
2021
Q1 | $385K | Sell |
7,496
-2,184
| -23% | -$112K | 0.03% | 208 |
|
|
2020
Q4 | $497K | Buy |
9,680
+1,417
| +17% | +$72.8K | 0.04% | 178 |
|
|
2020
Q3 | $426K | Sell |
8,263
-502
| -6% | -$25.9K | 0.04% | 197 |
|
|
2020
Q2 | $453K | Sell |
8,765
-18,510
| -68% | -$957K | 0.04% | 183 |
|
|
2020
Q1 | $1.41M | Sell |
27,275
-71,156
| -72% | -$3.68M | 0.17% | 96 |
|
|
2019
Q4 | $4.97M | Sell |
98,431
-115,502
| -54% | -$5.83M | 0.57% | 27 |
|
|
2019
Q3 | $10.8M | Sell |
213,933
-37,162
| -15% | -$1.88M | 1.67% | 13 |
|
|
2019
Q2 | $12.7M | Buy |
+251,095
| New | +$12.7M | 2.32% | 6 |
|