Prime Capital Investment Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.1M | Buy |
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|
2025
Q2 | $1.95M | Sell |
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|
2025
Q1 | $1.85M | Buy |
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|
2024
Q4 | $1.42M | Buy |
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|
2024
Q3 | $1.23M | Sell |
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|
2024
Q2 | $7.21M | Sell |
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|
2024
Q1 | $7.28M | Buy |
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|
2023
Q4 | $6.68M | Buy |
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|
2023
Q3 | $5.11M | Buy |
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|
2023
Q2 | $911K | Buy |
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|
2023
Q1 | $679K | Buy |
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|
2022
Q4 | $305K | Buy |
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|
2022
Q3 | $233K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $8K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $38K | Sell |
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|
2019
Q4 | $107K | Hold |
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|
2019
Q3 | $94K | Hold |
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|
2019
Q2 | $90K | Buy |
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|
2019
Q1 | $68K | Sell |
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|
2018
Q4 | $213K | Sell |
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|
2018
Q3 | $503K | Buy |
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|
2018
Q2 | $471K | Sell |
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|
2018
Q1 | $4.3M | Buy |
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|
2017
Q4 | $2.63M | Buy |
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