PCIA
Prime Capital Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.2M | Sell |
1,787,599
-993,143
| -36% | -$29M | 0.69% | 38 |
|
|
2025
Q1 | $69.6M | Buy |
2,780,742
+874,979
| +46% | +$21.9M | 0.81% | 28 |
|
|
2024
Q4 | $53.1M | Buy |
1,905,763
+1,412,496
| +286% | +$39.4M | 0.77% | 32 |
|
|
2024
Q3 | $51.4M | Sell |
493,267
-25,084
| -5% | -$2.61M | 0.73% | 36 |
|
|
2024
Q2 | $52.3M | Sell |
518,351
-114,812
| -18% | -$11.6M | 0.77% | 34 |
|
|
2024
Q1 | $58.7M | Buy |
633,163
+44,144
| +7% | +$4.09M | 0.82% | 25 |
|
|
2023
Q4 | $48.9M | Sell |
589,019
-2,011
| -0.3% | -$167K | 0.74% | 28 |
|
|
2023
Q3 | $43M | Sell |
591,030
-68,132
| -10% | -$4.95M | 0.88% | 24 |
|
|
2023
Q2 | $49.4M | Buy |
659,162
+28,303
| +4% | +$2.12M | 0.97% | 21 |
|
|
2023
Q1 | $41.1M | Sell |
630,859
-29,892
| -5% | -$1.95M | 1.69% | 11 |
|
|
2022
Q4 | $36.7M | Buy |
660,751
+24,854
| +4% | +$1.38M | 1.39% | 12 |
|
|
2022
Q3 | $35.5M | Buy |
635,897
+240,665
| +61% | +$13.4M | 2.04% | 10 |
|
|
2022
Q2 | $22.9M | Buy |
395,232
+347,538
| +729% | +$20.2M | 1.37% | 14 |
|
|
2022
Q1 | $7.81M | Hold |
47,694
| – | – | 0.43% | 40 |
|
|
2021
Q4 | $7.81M | Buy |
47,694
+8,561
| +22% | +$1.4M | 0.42% | 41 |
|
|
2021
Q3 | $5.8M | Sell |
39,133
-3,581
| -8% | -$530K | 0.36% | 50 |
|
|
2021
Q2 | $6.23M | Sell |
42,714
-26,973
| -39% | -$3.94M | 0.36% | 49 |
|
|
2021
Q1 | $9.04M | Sell |
69,687
-7,760
| -10% | -$1.01M | 0.65% | 22 |
|
|
2020
Q4 | $9.95M | Sell |
77,447
-241,088
| -76% | -$31M | 0.77% | 18 |
|
|
2020
Q3 | $36.7M | Sell |
318,535
-7,181
| -2% | -$827K | 3.08% | 7 |
|
|
2020
Q2 | $33.1M | Sell |
325,716
-848
| -0.3% | -$86.1K | 3.1% | 6 |
|
|
2020
Q1 | $26M | Buy |
326,564
+7,035
| +2% | +$560K | 3.08% | 7 |
|
|
2019
Q4 | $29.7M | Buy |
319,529
+150,318
| +89% | +$14M | 3.39% | 8 |
|
|
2019
Q3 | $14.2M | Buy |
169,211
+22,366
| +15% | +$1.88M | 2.2% | 8 |
|
|
2019
Q2 | $12.2M | Buy |
146,845
+145,845
| +14,585% | +$12.1M | 2.23% | 8 |
|
|
2019
Q1 | $79K | Buy |
+1,000
| New | +$79K | 0.02% | 168 |
|