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Prime Capital Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Prime Capital Investment Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.4M Sell
392,740
-1,650
-0.4% -$46.2K 0.11% 138
2026
Q1 		$9.9M Sell
394,390
-11,783
-3% -$309K 0.11% 148
2025
Q4 		$10.7M Sell
406,173
-6,490
-2% -$169K 0.13% 128
2025
Q3 		$10.6M Sell
412,663
-1,185
-0.3% -$29.3K 0.13% 123
2025
Q2 		$9.86M Sell
413,848
-11,481
-3% -$253K 0.13% 128
2025
Q1 		$9.16M Buy
425,329
+3,797
+0.9% +$86.4K 0.11% 147
2024
Q4 		$9.57M Sell
421,532
-34,507
-8% -$788K 0.14% 116
2024
Q3 		$10.1M Buy
456,039
+2,643
+0.6% +$56.4K 0.14% 115
2024
Q2 		$9.5M Sell
453,396
-22,920
-5% -$464K 0.14% 115
2024
Q1 		$9.69M Sell
476,316
-18,381
-4% -$356K 0.14% 127
2023
Q4 		$9.18M Sell
494,697
-6,513
-1% -$112K 0.14% 132
2023
Q3 		$8.33M Sell
501,210
-1,227
-0.2% -$21.2K 0.17% 106
2023
Q2 		$8.66M Buy
502,437
+362,127
+258% +$5.9M 0.17% 108
2023
Q1 		$2.24M Sell
140,310
-10,245
-7% -$160K 0.09% 155
2022
Q4 		$2.25M Sell
150,555
-1,218
-0.8% -$18.3K 0.09% 164
2022
Q3 		$2.12M Sell
151,773
-4,779
-3% -$74.3K 0.12% 112
2022
Q2 		$2.31M Sell
156,552
-181,992
-54% -$2.92M 0.14% 124
2022
Q1 		$12.8M Sell
338,544
-347,778
-51% -$6.1M 0.71% 23
2021
Q4 		$12.9M Buy
686,322
+66,156
+11% +$1.22M 0.69% 24
2021
Q3 		$10.7M Sell
620,166
-5,358
-0.9% -$95.3K 0.67% 23
2021
Q2 		$10.9M Buy
625,524
+67,368
+12% +$1.14M 0.63% 24
2021
Q1 		$9M Buy
558,156
+23,130
+4% +$365K 0.65% 23
2020
Q4 		$8.11M Buy
535,026
+182,298
+52% +$2.6M 0.63% 22
2020
Q3 		$4.68M Sell
352,728
-54,810
-13% -$721K 0.39% 40
2020
Q2 		$4.99M Buy
407,538
+29,526
+8% +$340K 0.47% 43
2020
Q1 		$3.81M Buy
378,012
+147,762
+64% +$1.79M 0.45% 42
2019
Q4 		$2.95M Buy
230,250
+12,672
+6% +$155K 0.34% 70
2019
Q3 		$2.58M Buy
217,578
+23,154
+12% +$274K 0.4% 64
2019
Q2 		$2.29M Buy
194,424
+28,668
+17% +$331K 0.42% 71
2019
Q1 		$1.88M Buy
165,756
+5,958
+4% +$65.1K 0.55% 59
2018
Q4 		$1.6M Buy
+159,798
New +$1.73M 0.58% 50

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Prime Capital Investment Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 0.42% in Q2 2026, selling an estimated $46.2K and leaving 392,740 shares worth $11.4M. The position accounts for 0.11% of the portfolio, ranked #138.

Prime Capital Investment Advisors first reported a position in SCHB in Q4 2018 and has held it in 31 quarters since. The position peaked at $12.9M in Q4 2021. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Prime Capital Investment Advisors held 392,740 shares of Schwab US Broad Market ETF worth $11.4M as of Q2 2026.
  • Prime Capital Investment Advisors sold 1,650 Schwab US Broad Market ETF shares in Q2 2026, an estimated $46.2K.
  • Schwab US Broad Market ETF made up 0.11% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #138 holding.
  • Prime Capital Investment Advisors first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 31 quarters since.
  • Prime Capital Investment Advisors's Schwab US Broad Market ETF position peaked at $12.9M in Q4 2021.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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