SEC 13F Intelligence

Prime Capital Investment Advisors, LLC / SCHF

Prime Capital Investment Advisors, LLC’s Schwab Strategic Tr Position

Does Prime Capital Investment Advisors, LLC own Schwab Strategic Tr (SCHF)? Yes4.43M shares worth $110M (+1.27% of its 13F portfolio) as of Q1 2026, down from 5.83M shares the prior filed quarter.

Position Value
$110M
Q1 2026
Shares
4.43M
% of Portfolio
+1.27%
Quarters Held
29
currently held

Position History SCHF

Reported value by quarter
Q1 ’19: $158,000Q1 ’19Q2 ’19: $24MQ3 ’19: $23MQ4 ’19: $39MQ1 ’20: $25MQ1 ’20Q2 ’20: $32MQ3 ’20: $35MQ4 ’20: $67MQ1 ’21: $73MQ1 ’21Q2 ’21: $88MQ3 ’21: $70MQ4 ’21: $74MQ1 ’22: $74MQ1 ’22Q2 ’22: $59MQ3 ’22: $71MQ4 ’22: $86MQ1 ’23: $87MQ1 ’23Q2 ’23: $96MQ3 ’23: $122MQ4 ’23: $133MQ1 ’24: $151MQ1 ’24Q2 ’24: $113MQ3 ’24: $117MQ4 ’24: $104MQ1 ’25: $198MQ1 ’25Q2 ’25: $145MQ3 ’25: $149MQ4 ’25: $140MQ1 ’26: $110MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.43M$110M+1.27%
Q4 20255.83M$140M+1.71%
Q3 20256.38M$149M+1.87%
Q2 20256.55M$145M+1.92%
Q1 202510.03M$198M+2.32%
Q4 20245.62M$104M+1.51%
Q3 20242.85M$117M+1.67%
Q2 20242.95M$113M+1.68%
Q1 20243.88M$151M+2.11%
Q4 20233.61M$133M+2.01%
Q3 20233.59M$122M+2.50%
Q2 20232.69M$96M+1.89%
Q1 20232.50M$87M+3.58%
Q4 20222.66M$86M+3.25%
Q3 20222.51M$71M+4.06%
Q2 20221.87M$59M+3.52%
Q1 20221.90M$74M+4.11%
Q4 20211.90M$74M+3.95%
Q3 20211.80M$70M+4.35%
Q2 20212.24M$88M+5.13%
Q1 20211.93M$73M+5.24%
Q4 20201.85M$67M+5.15%
Q3 20201.11M$35M+2.92%
Q2 20201.07M$32M+2.99%
Q1 2020974.4K$25M+2.98%
Q4 20191.17M$39M+4.51%
Q3 2019733.3K$23M+3.62%
Q2 2019740.2K$24M+4.33%
Q1 20195.0K$158,000+0.05%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Prime Capital Investment Advisors, LLC’s full portfolio or all institutional holders of SCHF.