Prime Capital Investment Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Prime Capital Investment Advisors, LLC
- $6.71 Billion
- Q4 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 2,090,777 shares of SCHM stock, worth $56 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
2,090,777
Previous 726,723
187.7%
Holding current value
$56 Million
Previous $60.4 Million
4.05%
% of portfolio
0.86%
Previous 0.88%
Shares
24 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.59 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$766 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$270 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$203 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$200 Million2.94% of portfolio