Prime Capital Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271M | Sell |
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|
2025
Q1 | $352M | Buy |
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|
2024
Q4 | $258M | Sell |
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|
2024
Q3 | $261M | Sell |
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|
2024
Q2 | $255M | Buy |
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|
2024
Q1 | $197M | Buy |
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|
2023
Q4 | $176M | Buy |
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|
2023
Q3 | $155M | Buy |
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|
2023
Q2 | $155M | Buy |
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|
2023
Q1 | $136M | Sell |
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|
2022
Q4 | $154M | Buy |
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|
2022
Q3 | $137M | Sell |
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|
2022
Q2 | $163M | Buy |
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|
2022
Q1 | $190M | Sell |
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|
2021
Q4 | $190M | Buy |
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|
2021
Q3 | $170M | Buy |
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|
2021
Q2 | $169M | Buy |
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|
2021
Q1 | $148M | Buy |
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|
2020
Q4 | $136M | Sell |
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|
2020
Q3 | $136M | Buy |
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|
2020
Q2 | $122M | Buy |
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|
2020
Q1 | $90.7M | Buy |
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|
2019
Q4 | $87.5M | Buy |
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|
2019
Q3 | $16M | Buy |
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|
2019
Q2 | $789K | Buy |
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|
2019
Q1 | $320K | Buy |
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