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

Prime Capital Investment Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$228M Sell
8,900,665
-1,105,166
-11% -$29.6M 2.64% 5
2025
Q4 		$269M Sell
10,005,831
-177,187
-2% -$4.73M 3.28% 3
2025
Q3 		$268M Sell
10,183,018
-907,977
-8% -$23.1M 3.37% 3
2025
Q2 		$271M Sell
11,090,995
-4,844,069
-30% -$110M 3.6% 3
2025
Q1 		$352M Buy
15,935,064
+4,798,612
+43% +$112M 4.11% 1
2024
Q4 		$258M Sell
11,136,452
-381,706
-3% -$8.9M 3.75% 2
2024
Q3 		$261M Sell
11,518,158
-389,799
-3% -$8.49M 3.71% 2
2024
Q2 		$255M Buy
11,907,957
+2,377,182
+25% +$49.1M 3.78% 2
2024
Q1 		$197M Buy
9,530,775
+147,633
+2% +$2.91M 2.75% 3
2023
Q4 		$176M Buy
9,383,142
+219,963
+2% +$3.86M 2.66% 6
2023
Q3 		$155M Buy
9,163,179
+289,431
+3% +$5.08M 3.16% 3
2023
Q2 		$155M Buy
8,873,748
+440,151
+5% +$7.27M 3.05% 4
2023
Q1 		$136M Sell
8,433,597
-1,789,566
-18% -$28.2M 5.59% 1
2022
Q4 		$154M Buy
10,223,163
+542,727
+6% +$8.22M 5.84% 1
2022
Q3 		$137M Sell
9,680,436
-1,237,473
-11% -$19.4M 7.85% 2
2022
Q2 		$163M Buy
10,917,909
+5,907,789
+118% +$95.7M 9.71% 1
2022
Q1 		$190M Sell
5,010,120
-5,017,098
-50% -$88.8M 10.57% 2
2021
Q4 		$190M Buy
10,027,218
+227,496
+2% +$4.2M 10.16% 2
2021
Q3 		$170M Buy
9,799,722
+64,128
+0.7% +$1.14M 10.61% 2
2021
Q2 		$169M Buy
9,735,594
+477,510
+5% +$8.06M 9.79% 1
2021
Q1 		$148M Buy
9,258,084
+274,974
+3% +$4.31M 10.7% 1
2020
Q4 		$136M Sell
8,983,110
-1,143,804
-11% -$16.4M 10.53% 1
2020
Q3 		$136M Buy
10,126,914
+243,384
+2% +$3.23M 11.44% 1
2020
Q2 		$122M Buy
9,883,530
+1,002,090
+11% +$11.7M 11.43% 1
2020
Q1 		$90.7M Buy
8,881,440
+2,048,142
+30% +$24.9M 10.75% 2
2019
Q4 		$87.5M Buy
6,833,298
+5,475,696
+403% +$67.1M 9.99% 1
2019
Q3 		$16M Buy
1,357,602
+1,290,180
+1,914% +$15.2M 2.48% 7
2019
Q2 		$789K Buy
67,422
+39,030
+137% +$448K 0.14% 123
2019
Q1 		$320K Buy
+28,392
New +$308K 0.09% 115

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Prime Capital Investment Advisors's SCHX Position: Q1 2026 in Review

Prime Capital Investment Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 11% in Q1 2026, selling an estimated $29.6M and leaving 8,900,665 shares worth $228M. The position accounts for 2.64% of the portfolio, ranked #5.

Prime Capital Investment Advisors first reported a position in SCHX in Q1 2019 and has held it in 29 quarters since. The position peaked at $352M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Prime Capital Investment Advisors held 8,900,665 shares of Schwab US Large- Cap ETF worth $228M as of Q1 2026.
  • Prime Capital Investment Advisors sold 1,105,166 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $29.6M.
  • Schwab US Large- Cap ETF made up 2.64% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #5 holding.
  • Prime Capital Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2019 and has held it in 29 quarters since.
  • Prime Capital Investment Advisors's Schwab US Large- Cap ETF position peaked at $352M in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.