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
Q1 		– Sell
-200
Closed -$16 – 1102
2025
Q4 		$16 Buy
+200
New +$19K ﹤0.01% 1036

Other funds holding SCHW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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. 1,312 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.
  • 1,312 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.