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Prime Capital Investment Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Prime Capital Investment Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$58M Buy
1,874,193
+230,181
+14% +$7.33M 0.67% 38
2025
Q4 		$49.4M Sell
1,644,012
-324,087
-16% -$9.66M 0.6% 42
2025
Q3 		$58.3M Sell
1,968,099
-98,857
-5% -$2.88M 0.73% 37
2025
Q2 		$58M Sell
2,066,956
-905,928
-30% -$23.9M 0.77% 30
2025
Q1 		$77.9M Buy
2,972,884
+882,107
+42% +$24.6M 0.91% 27
2024
Q4 		$57.9M Sell
2,090,777
-89,392
-4% -$2.55M 0.84% 28
2024
Q3 		$60.4M Sell
2,180,169
-115,581
-5% -$3.07M 0.86% 28
2024
Q2 		$59.6M Sell
2,295,750
-3,215,868
-58% -$84.1M 0.88% 27
2024
Q1 		$150M Buy
5,511,618
+355,284
+7% +$9.06M 2.09% 12
2023
Q4 		$129M Buy
5,156,334
+17,460
+0.3% +$400K 1.95% 12
2023
Q3 		$116M Sell
5,138,874
-116,691
-2% -$2.76M 2.37% 8
2023
Q2 		$124M Buy
5,255,565
+364,293
+7% +$8.21M 2.45% 6
2023
Q1 		$111M Sell
4,891,272
-242,712
-5% -$5.59M 4.55% 3
2022
Q4 		$112M Buy
5,133,984
+194,229
+4% +$4.26M 4.26% 3
2022
Q3 		$99.7M Sell
4,939,755
-333,540
-6% -$7.44M 5.73% 3
2022
Q2 		$110M Buy
5,273,295
+236,220
+5% +$5.45M 6.58% 4
2022
Q1 		$135M Sell
5,037,075
-16,089
-0.3% -$403K 7.51% 3
2021
Q4 		$135M Buy
5,053,164
+296,502
+6% +$7.91M 7.24% 3
2021
Q3 		$122M Buy
4,756,662
+140,364
+3% +$3.67M 7.59% 3
2021
Q2 		$120M Buy
4,616,298
+66,324
+1% +$1.71M 6.99% 3
2021
Q1 		$113M Buy
4,549,974
+225,339
+5% +$5.47M 8.15% 2
2020
Q4 		$98.3M Buy
4,324,635
+609,390
+16% +$12.7M 7.6% 3
2020
Q3 		$68.7M Sell
3,715,245
-54,294
-1% -$1.01M 5.78% 4
2020
Q2 		$66.1M Buy
3,769,539
+281,214
+8% +$4.58M 6.19% 3
2020
Q1 		$49M Buy
3,488,325
+846,972
+32% +$15.5M 5.81% 3
2019
Q4 		$53M Buy
2,641,353
+1,925,445
+269% +$37.3M 6.05% 2
2019
Q3 		$13.5M Buy
715,908
+475,011
+197% +$8.97M 2.09% 10
2019
Q2 		$4.58M Buy
240,897
+156,915
+187% +$2.94M 0.84% 33
2019
Q1 		$1.55M Buy
+83,982
New +$1.5M 0.45% 63

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Prime Capital Investment Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 14% in Q1 2026, buying an estimated $7.33M and bringing the position to 1,874,193 shares worth $58M. The position accounts for 0.67% of the portfolio, ranked #38.

Prime Capital Investment Advisors first reported a position in SCHM in Q1 2019 and has held it in 29 quarters since. The position peaked at $150M in Q1 2024. 1,011 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Prime Capital Investment Advisors held 1,874,193 shares of Schwab US Mid-Cap ETF worth $58M as of Q1 2026.
  • Prime Capital Investment Advisors bought 230,181 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $7.33M.
  • Schwab US Mid-Cap ETF made up 0.67% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #38 holding.
  • Prime Capital Investment Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and has held it in 29 quarters since.
  • Prime Capital Investment Advisors's Schwab US Mid-Cap ETF position peaked at $150M in Q1 2024.
  • 1,011 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

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