PCIA
SCHW

Prime Capital Investment Advisors’s Charles Schwab SCHW Stock Holding History

Prime Capital Investment Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.75M Buy
19,009
+196
+1% +$17.9K 0.02% 404
2026
Q1 		$1.77M Sell
18,813
-2,599
-12% -$255K 0.02% 379
2025
Q4 		$2.14M Sell
21,412
-559
-3% -$53K 0.03% 337
2025
Q3 		$2.1M Buy
21,971
+644
+3% +$61.1K 0.03% 331
2025
Q2 		$1.95M Sell
21,327
-2,357
-10% -$197K 0.03% 337
2025
Q1 		$1.85M Buy
23,684
+4,503
+23% +$353K 0.02% 382
2024
Q4 		$1.42M Buy
19,181
+174
+0.9% +$13K 0.02% 359
2024
Q3 		$1.23M Sell
19,007
-78,771
-81% -$5.17M 0.02% 401
2024
Q2 		$7.21M Sell
97,778
-2,911
-3% -$215K 0.11% 143
2024
Q1 		$7.28M Buy
100,689
+3,647
+4% +$240K 0.1% 155
2023
Q4 		$6.68M Buy
97,042
+3,984
+4% +$230K 0.1% 166
2023
Q3 		$5.11M Buy
93,058
+76,990
+479% +$4.65M 0.1% 154
2023
Q2 		$911K Buy
16,068
+3,107
+24% +$163K 0.02% 374
2023
Q1 		$679K Buy
12,961
+9,294
+253% +$681K 0.03% 301
2022
Q4 		$305K Buy
3,667
+428
+13% +$33.2K 0.01% 423
2022
Q3 		$233K Buy
+3,239
New +$225K 0.01% 350
2021
Q2 		– Sell
-125
Closed -$8K – 515
2021
Q1 		$8K Buy
+125
New +$7.58K ﹤0.01% 426
2020
Q2 		– Sell
-1,117
Closed -$38K – 516
2020
Q1 		$38K Sell
1,117
-1,133
-50% -$47.5K ﹤0.01% 301
2019
Q4 		$107K Hold
2,250
– – 0.01% 242
2019
Q3 		$94K Hold
2,250
– – 0.01% 253
2019
Q2 		$90K Buy
2,250
+666
+42% +$29K 0.02% 206
2019
Q1 		$68K Sell
1,584
-3,540
-69% -$160K 0.02% 179
2018
Q4 		$213K Sell
5,124
-5,109
-50% -$231K 0.08% 116
2018
Q3 		$503K Buy
10,233
+1,018
+11% +$52K 0.16% 93
2018
Q2 		$471K Sell
9,215
-73,072
-89% -$4.05M 0.2% 87
2018
Q1 		$4.3M Buy
82,287
+30,987
+60% +$1.66M 3.04% 5
2017
Q4 		$2.63M Buy
+51,300
New +$2.41M 2.03% 14

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Prime Capital Investment Advisors increased its Charles Schwab (SCHW) stake by 1% in Q2 2026, buying an estimated $17.9K and bringing the position to 19,009 shares worth $1.75M. The position accounts for 0.02% of the portfolio, ranked #404.

Prime Capital Investment Advisors first reported a position in SCHW in Q4 2017 and has held it in 27 quarters since. The position peaked at $7.28M in Q1 2024. 1,757 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Prime Capital Investment Advisors held 19,009 shares of Charles Schwab worth $1.75M as of Q2 2026.
  • Prime Capital Investment Advisors bought 196 Charles Schwab shares in Q2 2026, an estimated $17.9K.
  • Charles Schwab made up 0.02% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #404 holding.
  • Prime Capital Investment Advisors first reported a position in Charles Schwab in Q4 2017 and has held it in 27 quarters since.
  • Prime Capital Investment Advisors's Charles Schwab position peaked at $7.28M in Q1 2024.
  • 1,757 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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