Prime Capital Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
R
SCM
SG
EK
HCM