Prime Capital Investment Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Prime Capital Investment Advisors’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
2026 Q1	$3.35M	Buy	138,213 +25,658	+23%	+$625K	0.04%	285
2025 Q4	$2.74M	Buy	112,555 +53,594	+91%	+$1.31M	0.03%	295
2025 Q3	$1.44M	Sell	58,961 -1,573	-3%	-$38.3K	0.02%	404
2025 Q2	$1.48M	Sell	60,534 -10,173	-14%	-$247K	0.02%	386
2025 Q1	$1.72M	Buy	70,707 +3,270	+5%	+$79.2K	0.02%	392
2024 Q4	$1.62M	Buy	67,437 +14,153	+27%	+$343K	0.02%	336
2024 Q3	$1.3M	Buy	53,284 +14,298	+37%	+$348K	0.02%	386
2024 Q2	$938K	Sell	38,986 -4,848	-11%	-$116K	0.01%	447
2024 Q1	$1.06M	Buy	43,834 +2,596	+6%	+$62.7K	0.01%	457
2023 Q4	$999K	Sell	41,238 -4,938	-11%	-$119K	0.02%	430
2023 Q3	$1.11M	Sell	46,176 -1,864	-4%	-$44.7K	0.02%	327
2023 Q2	$1.15M	Buy	48,040 +6,214	+15%	+$151K	0.02%	333
2023 Q1	$1.02M	Sell	41,826 -8,474	-17%	-$205K	0.04%	245
2022 Q4	$1.21M	Buy	50,300 +7,780	+18%	+$188K	0.05%	223
2022 Q3	$1.03M	Buy	42,520 +1,018	+2%	+$24.9K	0.06%	172
2022 Q2	$1.02M	Sell	41,502 -9,496	-19%	-$234K	0.06%	173
2022 Q1	$1.3M	Hold	50,998	–	–	0.07%	153
2021 Q4	$1.3M	Sell	50,998 -5,430	-10%	-$138K	0.07%	157
2021 Q3	$1.44M	Buy	56,428 +4,322	+8%	+$111K	0.09%	157
2021 Q2	$1.33M	Buy	52,106 +37,114	+248%	+$952K	0.08%	168
2021 Q1	$385K	Sell	14,992 -4,368	-23%	-$112K	0.03%	208
2020 Q4	$497K	Buy	19,360 +2,834	+17%	+$72.9K	0.04%	178
2020 Q3	$426K	Sell	16,526 -1,004	-6%	-$25.9K	0.04%	197
2020 Q2	$453K	Sell	17,530 -37,020	-68%	-$956K	0.04%	183
2020 Q1	$1.41M	Sell	54,550 -142,312	-72%	-$3.62M	0.17%	96
2019 Q4	$4.97M	Sell	196,862 -231,004	-54%	-$5.84M	0.57%	27
2019 Q3	$10.8M	Sell	427,866 -74,324	-15%	-$1.88M	1.67%	13
2019 Q2	$12.7M	Buy	+502,190	New	+$12.6M	2.32%	6

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Prime Capital Investment Advisors's SCHO Position: Q1 2026 in Review

Prime Capital Investment Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 23% in Q1 2026, buying an estimated $625K and bringing the position to 138,213 shares worth $3.35M. The position accounts for 0.04% of the portfolio, ranked #285.

Prime Capital Investment Advisors first reported a position in SCHO in Q2 2019 and has held it in 28 quarters since. The position peaked at $12.7M in Q2 2019. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Prime Capital Investment Advisors held 138,213 shares of Schwab Short-Term US Treasury ETF worth $3.35M as of Q1 2026.
Prime Capital Investment Advisors bought 25,658 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $625K.
Schwab Short-Term US Treasury ETF made up 0.04% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #285 holding.
Prime Capital Investment Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2019 and has held it in 28 quarters since.
Prime Capital Investment Advisors's Schwab Short-Term US Treasury ETF position peaked at $12.7M in Q2 2019.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.