Prime Capital Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Prime Capital Investment Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.34M	Buy	105,298 +10,184	+11%	+$323K	0.03%	298
2026 Q1	$2.92M	Buy	95,114 +7,080	+8%	+$215K	0.03%	306
2025 Q4	$2.41M	Sell	88,034 -3,260	-4%	-$88.6K	0.03%	320
2025 Q3	$2.49M	Sell	91,294 -3,503	-4%	-$95.6K	0.03%	307
2025 Q2	$2.51M	Sell	94,797 -157,978	-62%	-$4.13M	0.03%	292
2025 Q1	$7.07M	Buy	252,775 +69,769	+38%	+$1.94M	0.08%	175
2024 Q4	$5M	Sell	183,006 -66	-0%	-$1.88K	0.07%	179
2024 Q3	$5.16M	Sell	183,072 -12,909	-7%	-$352K	0.07%	182
2024 Q2	$5.08M	Sell	195,981 -23,127	-11%	-$602K	0.08%	181
2024 Q1	$5.89M	Buy	219,108 +24,942	+13%	+$644K	0.08%	183
2023 Q4	$4.93M	Buy	194,166 +37,848	+24%	+$902K	0.07%	200
2023 Q3	$3.69M	Sell	156,318 -2,640	-2%	-$64.8K	0.08%	184
2023 Q2	$3.85M	Buy	158,958 +146,397	+1,165%	+$3.5M	0.08%	190
2023 Q1	$306K	Sell	12,561 -145,995	-92%	-$3.65M	0.01%	426
2022 Q4	$3.99M	Buy	+158,556	New	+$3.91M	0.15%	117
2021 Q2	–	Sell	-3,504	Closed	-$85K	–	512
2021 Q1	$85K	Sell	3,504 -21	-0.6%	-$478	0.01%	292
2020 Q4	$75K	Buy	3,525 +771	+28%	+$15.6K	0.01%	295
2020 Q3	$51K	Sell	2,754 -264	-9%	-$4.86K	﹤0.01%	311
2020 Q2	$52K	Buy	3,018 +1,023	+51%	+$17.3K	﹤0.01%	318
2020 Q1	$30K	Buy	1,995 +570	+40%	+$10.2K	﹤0.01%	321
2019 Q4	$28K	Buy	1,425 +141	+11%	+$2.64K	﹤0.01%	370
2019 Q3	$23K	Buy	1,284 +156	+14%	+$2.79K	﹤0.01%	404
2019 Q2	$20K	Buy	+1,128	New	+$19.8K	﹤0.01%	298

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Prime Capital Investment Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 11% in Q2 2026, buying an estimated $323K and bringing the position to 105,298 shares worth $3.34M. The position accounts for 0.03% of the portfolio, ranked #298.

Prime Capital Investment Advisors first reported a position in SCHD in Q2 2019 and has held it in 23 quarters since. The position peaked at $7.07M in Q1 2025. 1,789 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Prime Capital Investment Advisors held 105,298 shares of Schwab US Dividend Equity ETF worth $3.34M as of Q2 2026.
Prime Capital Investment Advisors bought 10,184 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $323K.
Schwab US Dividend Equity ETF made up 0.03% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #298 holding.
Prime Capital Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2019 and has held it in 23 quarters since.
Prime Capital Investment Advisors's Schwab US Dividend Equity ETF position peaked at $7.07M in Q1 2025.
1,789 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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