PCIA
SCHV

Prime Capital Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Prime Capital Investment Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.2M Sell
636,448
-23,258
-4% -$766K 0.21% 90
2026
Q1 		$20.1M Sell
659,706
-48,996
-7% -$1.53M 0.23% 89
2025
Q4 		$21M Sell
708,702
-68,406
-9% -$2M 0.26% 71
2025
Q3 		$22.6M Sell
777,108
-25,233
-3% -$717K 0.28% 69
2025
Q2 		$22.2M Sell
802,341
-760,667
-49% -$20M 0.29% 67
2025
Q1 		$41.5M Buy
1,563,008
+652,307
+72% +$17.5M 0.48% 50
2024
Q4 		$23.7M Sell
910,701
-19,722
-2% -$532K 0.34% 56
2024
Q3 		$24.9M Sell
930,423
-58,587
-6% -$1.5M 0.36% 58
2024
Q2 		$24.4M Sell
989,010
-199,527
-17% -$4.93M 0.36% 59
2024
Q1 		$30.1M Buy
1,188,537
+254,508
+27% +$6.1M 0.42% 55
2023
Q4 		$21.8M Buy
934,029
+17,202
+2% +$376K 0.33% 67
2023
Q3 		$19.7M Buy
916,827
+160,092
+21% +$3.6M 0.4% 56
2023
Q2 		$16.9M Buy
756,735
+104,694
+16% +$2.29M 0.33% 66
2023
Q1 		$14.3M Sell
652,041
-24,870
-4% -$553K 0.59% 39
2022
Q4 		$14.9M Buy
676,911
+28,461
+4% +$616K 0.57% 45
2022
Q3 		$12.6M Sell
648,450
-84,054
-11% -$1.81M 0.73% 25
2022
Q2 		$15.2M Buy
732,504
+211,437
+41% +$4.75M 0.91% 18
2022
Q1 		$12.7M Hold
521,067
– – 0.71% 24
2021
Q4 		$12.7M Buy
521,067
+106,002
+26% +$2.51M 0.68% 25
2021
Q3 		$9.34M Sell
415,065
-9,915
-2% -$229K 0.58% 25
2021
Q2 		$9.69M Buy
424,980
+69,147
+19% +$1.57M 0.56% 29
2021
Q1 		$7.74M Sell
355,833
-1,221
-0.3% -$25.4K 0.56% 27
2020
Q4 		$7.08M Buy
357,054
+31,614
+10% +$591K 0.55% 26
2020
Q3 		$5.66M Sell
325,440
-8,550
-3% -$150K 0.48% 26
2020
Q2 		$5.58M Sell
333,990
-43,035
-11% -$703K 0.52% 29
2020
Q1 		$5.56M Sell
377,025
-149,373
-28% -$2.74M 0.66% 22
2019
Q4 		$10.5M Sell
526,398
-367,866
-41% -$7.13M 1.2% 14
2019
Q3 		$16.9M Buy
894,264
+196,755
+28% +$3.68M 2.62% 5
2019
Q2 		$13.1M Buy
+697,509
New +$12.9M 2.38% 5

Other funds holding SCHV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

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

Prime Capital Investment Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 3.5% in Q2 2026, selling an estimated $766K and leaving 636,448 shares worth $22.2M. The position accounts for 0.21% of the portfolio, ranked #90.

Prime Capital Investment Advisors first reported a position in SCHV in Q2 2019 and has held it in 29 quarters since. The position peaked at $41.5M in Q1 2025. 855 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Prime Capital Investment Advisors held 636,448 shares of Schwab US Large-Cap Value ETF worth $22.2M as of Q2 2026.
  • Prime Capital Investment Advisors sold 23,258 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $766K.
  • Schwab US Large-Cap Value ETF made up 0.21% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #90 holding.
  • Prime Capital Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2019 and has held it in 29 quarters since.
  • Prime Capital Investment Advisors's Schwab US Large-Cap Value ETF position peaked at $41.5M in Q1 2025.
  • 855 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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