PCIA
Prime Capital Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271M | Sell |
11,090,995
-4,844,069
| -30% | -$118M | 3.6% | 3 |
|
|
2025
Q1 | $352M | Buy |
15,935,064
+4,798,612
| +43% | +$106M | 4.11% | 1 |
|
|
2024
Q4 | $258M | Buy |
11,136,452
+7,297,066
| +190% | +$169M | 3.75% | 2 |
|
|
2024
Q3 | $261M | Sell |
3,839,386
-129,933
| -3% | -$8.82M | 3.71% | 2 |
|
|
2024
Q2 | $255M | Buy |
3,969,319
+792,394
| +25% | +$50.9M | 3.78% | 2 |
|
|
2024
Q1 | $197M | Buy |
3,176,925
+49,211
| +2% | +$3.05M | 2.75% | 3 |
|
|
2023
Q4 | $176M | Buy |
3,127,714
+73,321
| +2% | +$4.14M | 2.66% | 6 |
|
|
2023
Q3 | $155M | Buy |
3,054,393
+96,477
| +3% | +$4.88M | 3.16% | 3 |
|
|
2023
Q2 | $155M | Buy |
2,957,916
+146,717
| +5% | +$7.68M | 3.05% | 4 |
|
|
2023
Q1 | $136M | Sell |
2,811,199
-596,522
| -18% | -$28.9M | 5.59% | 1 |
|
|
2022
Q4 | $154M | Buy |
3,407,721
+180,909
| +6% | +$8.17M | 5.84% | 1 |
|
|
2022
Q3 | $137M | Sell |
3,226,812
-412,491
| -11% | -$17.5M | 7.85% | 2 |
|
|
2022
Q2 | $163M | Buy |
3,639,303
+1,969,263
| +118% | +$87.9M | 9.71% | 1 |
|
|
2022
Q1 | $190M | Sell |
1,670,040
-1,163
| -0.1% | -$132K | 10.57% | 2 |
|
|
2021
Q4 | $190M | Buy |
1,671,203
+37,916
| +2% | +$4.32M | 10.16% | 2 |
|
|
2021
Q3 | $170M | Buy |
1,633,287
+10,688
| +0.7% | +$1.11M | 10.61% | 2 |
|
|
2021
Q2 | $169M | Buy |
1,622,599
+79,585
| +5% | +$8.27M | 9.79% | 1 |
|
|
2021
Q1 | $148M | Buy |
1,543,014
+45,829
| +3% | +$4.4M | 10.7% | 1 |
|
|
2020
Q4 | $136M | Sell |
1,497,185
-190,634
| -11% | -$17.3M | 10.53% | 1 |
|
|
2020
Q3 | $136M | Buy |
1,687,819
+40,564
| +2% | +$3.27M | 11.44% | 1 |
|
|
2020
Q2 | $122M | Buy |
1,647,255
+167,015
| +11% | +$12.4M | 11.43% | 1 |
|
|
2020
Q1 | $90.7M | Buy |
1,480,240
+341,357
| +30% | +$20.9M | 10.75% | 2 |
|
|
2019
Q4 | $87.5M | Buy |
1,138,883
+912,616
| +403% | +$70.1M | 9.99% | 1 |
|
|
2019
Q3 | $16M | Buy |
226,267
+215,030
| +1,914% | +$15.3M | 2.48% | 7 |
|
|
2019
Q2 | $789K | Buy |
11,237
+6,505
| +137% | +$457K | 0.14% | 123 |
|
|
2019
Q1 | $320K | Buy |
+4,732
| New | +$320K | 0.09% | 115 |
|