Prime Capital Investment Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Prime Capital Investment Advisors, LLC

  • $7.13 Billion
  • Q1 2024

A detailed history of Prime Capital Investment Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Prime Capital Investment Advisors, LLC holds 1,837,206 shares of SCHM stock, worth $142 Million. This represents 2.1% of its overall portfolio holdings.

Number of Shares
1,837,206
Previous 1,718,778 6.89%
Holding current value
$142 Million
Previous $129 Million 15.56%
% of portfolio
2.1%
Previous 1.96%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$72.89 - $81.43 $8.63 Million - $9.64 Million
118,428 Added 6.89%
1,837,206 $150 Million
Q4 2023

Jan 24, 2024
BUY
$63.01 - $75.95 $366,718 - $442,029
5,820 Added 0.34%
1,718,778 $129 Million
Q3 2023

Nov 09, 2023
SELL
$66.75 - $73.98 $2.6 Million - $2.88 Million
-38,897 Reduced 2.22%
1,712,958 $116 Million
Q2 2023

Aug 08, 2023
BUY
$65.29 - $71.03 $7.93 Million - $8.63 Million
121,431 Added 7.45%
1,751,855 $124 Million
Q1 2023

May 05, 2023
SELL
$64.24 - $73.9 $5.2 Million - $5.98 Million
-80,904 Reduced 4.73%
1,630,424 $111 Million
Q4 2022

Feb 08, 2023
BUY
$64.3 - $69.94 $4.16 Million - $4.53 Million
64,743 Added 3.93%
1,711,328 $112 Million
Q3 2022

Nov 08, 2022
SELL
N/A
-111,180 Reduced 6.33%
1,646,585 $99.7 Million
Q2 2022

Aug 12, 2022
BUY
N/A
78,740 Added 4.69%
1,757,765 $110 Million
Q1 2022

May 09, 2022
SELL
N/A
-5,363 Reduced 0.32%
1,679,025 $135 Million
Q4 2021

Feb 07, 2022
BUY
N/A
98,834 Added 6.23%
1,684,388 $135 Million
Q3 2021

Nov 09, 2021
BUY
N/A
46,788 Added 3.04%
1,585,554 $122 Million
Q2 2021

Aug 12, 2021
BUY
N/A
22,108 Added 1.46%
1,538,766 $120 Million
Q1 2021

May 07, 2021
BUY
N/A
75,113 Added 5.21%
1,516,658 $113 Million
Q4 2020

Feb 03, 2021
BUY
N/A
203,130 Added 16.4%
1,441,545 $98.3 Million
Q3 2020

Nov 06, 2020
SELL
N/A
-18,098 Reduced 1.44%
1,238,415 $68.7 Million
Q2 2020

Jul 17, 2020
BUY
N/A
93,738 Added 8.06%
1,256,513 $66.1 Million
Q1 2020

May 04, 2020
BUY
N/A
282,324 Added 32.07%
1,162,775 $49 Million
Q4 2019

Feb 04, 2020
BUY
N/A
641,815 Added 268.95%
880,451 $53 Million
Q3 2019

Nov 05, 2019
BUY
N/A
158,337 Added 197.18%
238,636 $13.5 Million
Q2 2019

Aug 06, 2019
BUY
N/A
52,305 Added 186.84%
80,299 $4.58 Million
Q1 2019

Apr 16, 2019
BUY
N/A
27,994 New
27,994 $1.55 Million

Others Institutions Holding SCHM

# of Institutions
902
Shares Held
96M
Call Options Held
8K
Put Options Held
600
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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