PCIA
Prime Capital Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.86M | Sell |
413,848
-11,481
| -3% | -$274K | 0.13% | 128 |
|
|
2025
Q1 | $9.16M | Buy |
425,329
+3,797
| +0.9% | +$81.7K | 0.11% | 147 |
|
|
2024
Q4 | $9.57M | Buy |
421,532
+269,519
| +177% | +$6.12M | 0.14% | 116 |
|
|
2024
Q3 | $10.1M | Buy |
152,013
+881
| +0.6% | +$58.6K | 0.14% | 115 |
|
|
2024
Q2 | $9.5M | Sell |
151,132
-7,640
| -5% | -$480K | 0.14% | 115 |
|
|
2024
Q1 | $9.69M | Sell |
158,772
-6,127
| -4% | -$374K | 0.14% | 127 |
|
|
2023
Q4 | $9.18M | Sell |
164,899
-2,171
| -1% | -$121K | 0.14% | 132 |
|
|
2023
Q3 | $8.33M | Sell |
167,070
-409
| -0.2% | -$20.4K | 0.17% | 106 |
|
|
2023
Q2 | $8.66M | Buy |
167,479
+120,709
| +258% | +$6.24M | 0.17% | 108 |
|
|
2023
Q1 | $2.24M | Sell |
46,770
-3,415
| -7% | -$163K | 0.09% | 155 |
|
|
2022
Q4 | $2.25M | Sell |
50,185
-406
| -0.8% | -$18.2K | 0.09% | 164 |
|
|
2022
Q3 | $2.12M | Sell |
50,591
-1,593
| -3% | -$66.9K | 0.12% | 112 |
|
|
2022
Q2 | $2.31M | Sell |
52,184
-60,664
| -54% | -$2.68M | 0.14% | 124 |
|
|
2022
Q1 | $12.8M | Sell |
112,848
-1,539
| -1% | -$174K | 0.71% | 23 |
|
|
2021
Q4 | $12.9M | Buy |
114,387
+11,026
| +11% | +$1.25M | 0.69% | 24 |
|
|
2021
Q3 | $10.7M | Sell |
103,361
-893
| -0.9% | -$92.7K | 0.67% | 23 |
|
|
2021
Q2 | $10.9M | Buy |
104,254
+11,228
| +12% | +$1.17M | 0.63% | 24 |
|
|
2021
Q1 | $9M | Buy |
93,026
+3,855
| +4% | +$373K | 0.65% | 23 |
|
|
2020
Q4 | $8.11M | Buy |
89,171
+30,383
| +52% | +$2.76M | 0.63% | 22 |
|
|
2020
Q3 | $4.68M | Sell |
58,788
-9,135
| -13% | -$728K | 0.39% | 40 |
|
|
2020
Q2 | $4.99M | Buy |
67,923
+4,921
| +8% | +$362K | 0.47% | 43 |
|
|
2020
Q1 | $3.81M | Buy |
63,002
+24,627
| +64% | +$1.49M | 0.45% | 42 |
|
|
2019
Q4 | $2.95M | Buy |
38,375
+2,112
| +6% | +$162K | 0.34% | 70 |
|
|
2019
Q3 | $2.58M | Buy |
36,263
+3,859
| +12% | +$274K | 0.4% | 64 |
|
|
2019
Q2 | $2.29M | Buy |
32,404
+4,778
| +17% | +$337K | 0.42% | 71 |
|
|
2019
Q1 | $1.88M | Buy |
27,626
+993
| +4% | +$67.6K | 0.55% | 59 |
|
|
2018
Q4 | $1.6M | Buy |
+26,633
| New | +$1.6M | 0.58% | 49 |
|