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Prime Capital Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Prime Capital Investment Advisors’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.2M Sell
487,631
-10,950
-2% -$328K 0.16% 116
2025
Q4 		$14.2M Sell
498,581
-22,727
-4% -$642K 0.17% 99
2025
Q3 		$14.5M Sell
521,308
-15,562
-3% -$416K 0.18% 98
2025
Q2 		$13.6M Sell
536,870
-209,655
-28% -$4.96M 0.18% 95
2025
Q1 		$17.5M Buy
746,525
+197,666
+36% +$5.04M 0.2% 93
2024
Q4 		$14.2M Sell
548,859
-19,665
-3% -$523K 0.21% 91
2024
Q3 		$14.6M Sell
568,524
-22,186
-4% -$551K 0.21% 86
2024
Q2 		$14M Sell
590,710
-723,256
-55% -$17.1M 0.21% 87
2024
Q1 		$32.3M Buy
1,313,966
+63,686
+5% +$1.49M 0.45% 51
2023
Q4 		$29.5M Buy
1,250,280
+15,418
+1% +$325K 0.45% 51
2023
Q3 		$25.6M Sell
1,234,862
-534,636
-30% -$11.7M 0.52% 43
2023
Q2 		$38.8M Buy
1,769,498
+280,078
+19% +$5.84M 0.76% 27
2023
Q1 		$31.2M Sell
1,489,420
-68,394
-4% -$1.47M 1.28% 14
2022
Q4 		$31.6M Buy
1,557,814
+77,682
+5% +$1.59M 1.2% 18
2022
Q3 		$28M Sell
1,480,132
-21,866
-1% -$457K 1.61% 12
2022
Q2 		$29.3M Buy
1,501,998
+360,762
+32% +$7.71M 1.75% 9
2022
Q1 		$58.4M Sell
1,141,236
-1,150,580
-50% -$27.2M 3.25% 6
2021
Q4 		$58.7M Buy
2,291,816
+148,912
+7% +$3.85M 3.13% 6
2021
Q3 		$53.6M Buy
2,142,904
+24,192
+1% +$614K 3.35% 7
2021
Q2 		$55.2M Buy
2,118,712
+259,008
+14% +$6.62M 3.2% 7
2021
Q1 		$46.3M Buy
1,859,704
+63,984
+4% +$1.57M 3.35% 7
2020
Q4 		$40M Buy
1,795,720
+275,148
+18% +$5.48M 3.09% 8
2020
Q3 		$26M Sell
1,520,572
-16,144
-1% -$278K 2.18% 10
2020
Q2 		$25.1M Buy
1,536,716
+49,436
+3% +$740K 2.35% 9
2020
Q1 		$19.2M Buy
1,487,280
+157,472
+12% +$2.68M 2.27% 10
2019
Q4 		$25.1M Buy
1,329,808
+934,948
+237% +$16.9M 2.87% 10
2019
Q3 		$6.88M Buy
394,860
+230,328
+140% +$4.07M 1.07% 17
2019
Q2 		$2.94M Buy
164,532
+155,664
+1,755% +$2.75M 0.54% 49
2019
Q1 		$155K Buy
+8,868
New +$152K 0.05% 139
2018
Q3 		– Sell
-688
Closed -$13K – 342
2018
Q2 		$13K Buy
+688
New +$12.4K 0.01% 260

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Prime Capital Investment Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.2% in Q1 2026, selling an estimated $328K and leaving 487,631 shares worth $14.2M. The position accounts for 0.16% of the portfolio, ranked #116.

Prime Capital Investment Advisors first reported a position in SCHA in Q2 2018 and has held it in 30 quarters since. The position peaked at $58.7M in Q4 2021. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Prime Capital Investment Advisors held 487,631 shares of Schwab U.S Small- Cap ETF worth $14.2M as of Q1 2026.
  • Prime Capital Investment Advisors sold 10,950 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $328K.
  • Schwab U.S Small- Cap ETF made up 0.16% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #116 holding.
  • Prime Capital Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q2 2018 and has held it in 30 quarters since.
  • Prime Capital Investment Advisors's Schwab U.S Small- Cap ETF position peaked at $58.7M in Q4 2021.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

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