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Prime Capital Investment Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Prime Capital Investment Advisors’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$731K Sell
23,348
-1,479
-6% -$48.4K 0.01% 576
2025
Q4 		$814K Buy
24,827
+4
+0% +$130 0.01% 530
2025
Q3 		$797K Buy
24,823
+11,640
+88% +$360K 0.01% 527
2025
Q2 		$393K Sell
13,183
-62,899
-83% -$1.73M 0.01% 688
2025
Q1 		$2.05M Buy
76,082
+58,217
+326% +$1.65M 0.02% 360
2024
Q4 		$506K Sell
17,865
-4,833
-21% -$138K 0.01% 565
2024
Q3 		$628K Sell
22,698
-1,974
-8% -$52.5K 0.01% 533
2024
Q2 		$646K Sell
24,672
-145,660
-86% -$3.68M 0.01% 520
2024
Q1 		$4.32M Buy
170,332
+153,116
+889% +$3.69M 0.06% 218
2023
Q4 		$396K Sell
17,216
-2,934
-15% -$63K 0.01% 646
2023
Q3 		$416K Sell
20,150
-79,230
-80% -$1.7M 0.01% 503
2023
Q2 		$2.13M Buy
99,380
+88,880
+846% +$1.8M 0.04% 252
2023
Q1 		$208K Sell
10,500
-1,702
-14% -$32.9K 0.01% 504
2022
Q4 		$225K Hold
12,202
– – 0.01% 473
2022
Q3 		$211K Sell
12,202
-576
-5% -$11.1K 0.01% 371
2022
Q2 		$233K Sell
12,778
-9,012
-41% -$179K 0.01% 332
2022
Q1 		$507K Hold
21,790
– – 0.03% 235
2021
Q4 		$507K Buy
+21,790
New +$494K 0.03% 236
2021
Q2 		– Sell
-8,302
Closed -$164K – 514
2021
Q1 		$164K Hold
8,302
– – 0.01% 259
2020
Q4 		$155K Sell
8,302
-870
-9% -$15.3K 0.01% 249
2020
Q3 		$151K Hold
9,172
– – 0.01% 255
2020
Q2 		$139K Sell
9,172
-58,250
-86% -$834K 0.01% 252
2020
Q1 		$845K Sell
67,422
-187,154
-74% -$2.8M 0.1% 121
2019
Q4 		$4.02M Sell
254,576
-10,654
-4% -$161K 0.46% 42
2019
Q3 		$3.87M Buy
265,230
+1,910
+0.7% +$27.8K 0.6% 43
2019
Q2 		$3.8M Buy
+263,320
New +$3.73M 0.69% 39

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Prime Capital Investment Advisors's SCHK Position: Q1 2026 in Review

Prime Capital Investment Advisors reduced its Schwab 1000 Index ETF (SCHK) stake by 6% in Q1 2026, selling an estimated $48.4K and leaving 23,348 shares worth $731K. The position accounts for 0.01% of the portfolio, ranked #576.

Prime Capital Investment Advisors first reported a position in SCHK in Q2 2019 and has held it in 26 quarters since. The position peaked at $4.32M in Q1 2024. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • Prime Capital Investment Advisors held 23,348 shares of Schwab 1000 Index ETF worth $731K as of Q1 2026.
  • Prime Capital Investment Advisors sold 1,479 Schwab 1000 Index ETF shares in Q1 2026, an estimated $48.4K.
  • Schwab 1000 Index ETF made up 0.01% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #576 holding.
  • Prime Capital Investment Advisors first reported a position in Schwab 1000 Index ETF in Q2 2019 and has held it in 26 quarters since.
  • Prime Capital Investment Advisors's Schwab 1000 Index ETF position peaked at $4.32M in Q1 2024.
  • 235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.