Prime Capital Investment Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Prime Capital Investment Advisors, LLC

$7.33 Billion
Q2 2025

A detailed history of Prime Capital Investment Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Prime Capital Investment Advisors, LLC holds 413,848 shares of SCHB stock, worth $10.2 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

413,848

Previous 425,329 2.7%

Holding current value

$10.2 Million

Previous $9.16 Million 7.69%

% of portfolio

0.13%

Previous 0.11%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$19.1 - $23.83 $219,287 - $273,592	-11,481 Reduced 2.7%	413,848 $9.86 Million
Q1 2025 May 13, 2025	BUY	$21.23 - $23.75 $80,610 - $90,178	3,797 Added 0.9%	425,329 $9.16 Million
Q4 2024 Feb 12, 2025	BUY	$22.01 - $66.82 $5.93 Million - $18 Million	269,519 Added 177.3%	421,532 $9.57 Million
Q3 2024 Nov 05, 2024	BUY	$59.93 - $66.52 $52,798 - $58,604	881 Added 0.58%	152,013 $10.1 Million
Q2 2024 Aug 08, 2024	SELL	$57.57 - $63.3 $439,834 - $483,612	-7,640 Reduced 4.81%	151,132 $9.5 Million
Q1 2024 May 14, 2024	SELL	$54.61 - $61.05 $334,595 - $374,053	-6,127 Reduced 3.72%	158,772 $9.69 Million
Q4 2023 Jan 24, 2024	SELL	$47.61 - $55.91 $103,361 - $121,380	-2,171 Reduced 1.3%	164,899 $9.18 Million
Q3 2023 Nov 09, 2023	SELL	$49.59 - $53.57 $20,282 - $21,910	-409 Reduced 0.24%	167,070 $8.33 Million
Q2 2023 Aug 08, 2023	BUY	$47.08 - $51.7 $5.68 Million - $6.24 Million	120,709 Added 258.09%	167,479 $8.66 Million
Q1 2023 May 05, 2023	SELL	$44.47 - $49.23 $151,865 - $168,120	-3,415 Reduced 6.8%	46,770 $2.24 Million
Q4 2022 Feb 08, 2023	SELL	$41.94 - $47.81 $17,027 - $19,410	-406 Reduced 0.8%	50,185 $2.25 Million
Q3 2022 Nov 08, 2022	SELL	$41.99 - $50.63 $66,890 - $80,653	-1,593 Reduced 3.05%	50,591 $2.12 Million
Q2 2022 Aug 12, 2022	SELL	$42.93 - $53.98 $2.6 Million - $3.27 Million	-60,664 Reduced 53.76%	52,184 $2.31 Million
Q1 2022 May 09, 2022	SELL	$49.15 - $56.85 $75,641 - $87,492	-1,539 Reduced 1.35%	112,848 $12.8 Million
Q4 2021 Feb 07, 2022	BUY	$51.87 - $56.86 $571,918 - $626,938	11,026 Added 10.67%	114,387 $12.9 Million
Q3 2021 Nov 09, 2021	SELL	$51.32 - $54.83 $45,828 - $48,963	-893 Reduced 0.86%	103,361 $10.7 Million
Q2 2021 Aug 12, 2021	BUY	$48.92 - $52.14 $549,273 - $585,427	11,228 Added 12.07%	104,254 $10.9 Million
Q1 2021 May 07, 2021	BUY	$44.89 - $48.81 $173,050 - $188,162	3,855 Added 4.32%	93,026 $9 Million
Q4 2020 Feb 03, 2021	BUY	$39.03 - $45.5 $1.19 Million - $1.38 Million	30,383 Added 51.68%	89,171 $8.11 Million
Q3 2020 Nov 06, 2020	SELL	$36.93 - $42.52 $337,355 - $388,420	-9,135 Reduced 13.45%	58,788 $4.68 Million
Q2 2020 Jul 17, 2020	BUY	$28.84 - $38.49 $141,921 - $189,409	4,921 Added 7.81%	67,923 $4.99 Million
Q1 2020 May 04, 2020	BUY	$26.18 - $40.44 $644,734 - $995,915	24,627 Added 64.17%	63,002 $3.81 Million
Q4 2019 Feb 04, 2020	BUY	$34.47 - $38.58 $72,800 - $81,480	2,112 Added 5.82%	38,375 $2.95 Million
Q3 2019 Nov 05, 2019	BUY	$35.32 - $36.13 $136,299 - $139,425	3,859 Added 11.91%	36,263 $2.58 Million
Q2 2019 Aug 06, 2019	BUY	N/A	4,778 Added 17.3%	32,404 $2.29 Million
Q1 2019 Apr 16, 2019	BUY	N/A	993 Added 3.73%	27,626 $1.88 Million
Q4 2018 Feb 11, 2019	BUY	N/A	26,633 New	26,633 $1.6 Million

Others Institutions Holding SCHB

# of Institutions

1,341

Shares Held

494M

Call Options Held

350K

Put Options Held

28.3K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Prime Capital Investment Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History