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Prime Capital Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Prime Capital Investment Advisors’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$72M Sell
2,128,665
-55,689
-3% -$1.85M 0.7% 33
2026
Q1 		$63.6M Buy
2,184,354
+643,908
+42% +$20M 0.74% 32
2025
Q4 		$50.2M Sell
1,540,446
-64,362
-4% -$2.09M 0.61% 41
2025
Q3 		$51.2M Sell
1,604,808
-182,791
-10% -$5.57M 0.64% 41
2025
Q2 		$52.2M Sell
1,787,599
-993,143
-36% -$26.3M 0.69% 38
2025
Q1 		$69.6M Buy
2,780,742
+874,979
+46% +$24M 0.81% 28
2024
Q4 		$53.1M Sell
1,905,763
-67,305
-3% -$1.84M 0.77% 32
2024
Q3 		$51.4M Sell
1,973,068
-100,336
-5% -$2.53M 0.73% 36
2024
Q2 		$52.3M Sell
2,073,404
-459,248
-18% -$10.8M 0.77% 34
2024
Q1 		$58.7M Buy
2,532,652
+176,576
+7% +$3.91M 0.82% 25
2023
Q4 		$48.9M Sell
2,356,076
-8,044
-0.3% -$156K 0.74% 28
2023
Q3 		$43M Sell
2,364,120
-272,528
-10% -$5.13M 0.88% 24
2023
Q2 		$49.4M Buy
2,636,648
+113,212
+4% +$1.94M 0.97% 21
2023
Q1 		$41.1M Sell
2,523,436
-119,568
-5% -$1.81M 1.69% 11
2022
Q4 		$36.7M Buy
2,643,004
+99,416
+4% +$1.43M 1.39% 12
2022
Q3 		$35.5M Buy
2,543,588
+962,660
+61% +$15.1M 2.04% 10
2022
Q2 		$22.9M Buy
1,580,928
+1,390,152
+729% +$22.2M 1.37% 14
2022
Q1 		$7.81M Sell
190,776
-190,776
-50% -$3.48M 0.43% 40
2021
Q4 		$7.81M Buy
381,552
+68,488
+22% +$1.37M 0.42% 41
2021
Q3 		$5.79M Sell
313,064
-28,648
-8% -$546K 0.36% 50
2021
Q2 		$6.23M Sell
341,712
-215,784
-39% -$3.73M 0.36% 49
2021
Q1 		$9.04M Sell
557,496
-62,080
-10% -$1.01M 0.65% 22
2020
Q4 		$9.95M Sell
619,576
-1,928,704
-76% -$29.3M 0.77% 18
2020
Q3 		$36.7M Sell
2,548,280
-57,448
-2% -$801K 3.08% 7
2020
Q2 		$33.1M Sell
2,605,728
-6,784
-0.3% -$79.1K 3.1% 6
2020
Q1 		$26M Buy
2,612,512
+56,280
+2% +$642K 3.08% 7
2019
Q4 		$29.7M Buy
2,556,232
+1,202,544
+89% +$13.3M 3.39% 8
2019
Q3 		$14.2M Buy
1,353,688
+178,928
+15% +$1.89M 2.2% 8
2019
Q2 		$12.2M Buy
1,174,760
+1,166,760
+14,585% +$11.9M 2.23% 8
2019
Q1 		$79K Buy
+8,000
New +$75.7K 0.02% 168

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Prime Capital Investment Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.5% in Q2 2026, selling an estimated $1.85M and leaving 2,128,665 shares worth $72M. The position accounts for 0.7% of the portfolio, ranked #33.

Prime Capital Investment Advisors first reported a position in SCHG in Q1 2019 and has held it in 30 quarters since. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Prime Capital Investment Advisors held 2,128,665 shares of Schwab US Large-Cap Growth ETF worth $72M as of Q2 2026.
  • Prime Capital Investment Advisors sold 55,689 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.85M.
  • Schwab US Large-Cap Growth ETF made up 0.7% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #33 holding.
  • Prime Capital Investment Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2019 and has held it in 30 quarters since.
  • 1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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