Prime Capital Investment Advisors, LLC Schwab Strategic Tr Us Large C 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 Tr Us Large C stock. As of the latest transaction made, Prime Capital Investment Advisors, LLC holds 3,176,925 shares of SCHX stock, worth $198 Million. This represents 2.76% of its overall portfolio holdings.
Number of Shares
3,176,925
Previous 3,127,714
1.57%
Holding current value
$198 Million
Previous $176 Million
11.77%
% of portfolio
2.76%
Previous 2.67%
Shares
21 transactions
Others Institutions Holding SCHX
# of Institutions
1,254Shares Held
427MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.08 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.14 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.77 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$791 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$656 Million24.51% of portfolio