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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
Q2 		$3.27M Sell
135,624
-2,589
-2% -$62.6K 0.03% 302
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Prime Capital Investment Advisors's SCHO Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 1.9% in Q2 2026, selling an estimated $62.6K and leaving 135,624 shares worth $3.27M. The position accounts for 0.03% of the portfolio, ranked #302.

Prime Capital Investment Advisors first reported a position in SCHO in Q2 2019 and has held it in 29 quarters since. The position peaked at $12.7M in Q2 2019. 722 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Prime Capital Investment Advisors held 135,624 shares of Schwab Short-Term US Treasury ETF worth $3.27M as of Q2 2026.
  • Prime Capital Investment Advisors sold 2,589 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $62.6K.
  • Schwab Short-Term US Treasury ETF made up 0.03% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #302 holding.
  • Prime Capital Investment Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2019 and has held it in 29 quarters since.
  • Prime Capital Investment Advisors's Schwab Short-Term US Treasury ETF position peaked at $12.7M in Q2 2019.
  • 722 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.