SEC 13F Intelligence

Prime Capital Investment Advisors, LLC / SCHV

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

Does Prime Capital Investment Advisors, LLC own Schwab Strategic Tr (SCHV)? Yes — 659.7K shares worth $20M (+0.23% of its 13F portfolio) as of Q1 2026, down from 708.7K shares the prior filed quarter.

Position Value
$20M
Q1 2026
Shares
659.7K
% of Portfolio
+0.23%
Quarters Held
28
currently held

Position History SCHV

Reported value by quarter
Q2 ’19: $13MQ2 ’19Q3 ’19: $17MQ4 ’19: $11MQ1 ’20: $6MQ2 ’20: $6MQ2 ’20Q3 ’20: $6MQ4 ’20: $7MQ1 ’21: $8MQ2 ’21: $10MQ2 ’21Q3 ’21: $9MQ4 ’21: $13MQ1 ’22: $13MQ2 ’22: $15MQ2 ’22Q3 ’22: $13MQ4 ’22: $15MQ1 ’23: $14MQ2 ’23: $17MQ2 ’23Q3 ’23: $20MQ4 ’23: $22MQ1 ’24: $30MQ2 ’24: $24MQ2 ’24Q3 ’24: $25MQ4 ’24: $24MQ1 ’25: $42MQ2 ’25: $22MQ2 ’25Q3 ’25: $23MQ4 ’25: $21MQ1 ’26: $20Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026659.7K$20M+0.23%
Q4 2025708.7K$21M+0.26%
Q3 2025777.1K$23M+0.28%
Q2 2025802.3K$22M+0.29%
Q1 20251.56M$42M+0.48%
Q4 2024910.7K$24M+0.34%
Q3 2024310.1K$25M+0.36%
Q2 2024329.7K$24M+0.36%
Q1 2024396.2K$30M+0.42%
Q4 2023311.3K$22M+0.33%
Q3 2023305.6K$20M+0.40%
Q2 2023252.2K$17M+0.33%
Q1 2023217.3K$14M+0.59%
Q4 2022225.6K$15M+0.57%
Q3 2022216.2K$13M+0.73%
Q2 2022244.2K$15M+0.91%
Q1 2022173.7K$13M+0.71%
Q4 2021173.7K$13M+0.68%
Q3 2021138.4K$9M+0.58%
Q2 2021141.7K$10M+0.56%
Q1 2021118.6K$8M+0.56%
Q4 2020119.0K$7M+0.55%
Q3 2020108.5K$6M+0.48%
Q2 2020111.3K$6M+0.52%
Q1 2020125.7K$6M+0.66%
Q4 2019175.5K$11M+1.20%
Q3 2019298.1K$17M+2.62%
Q2 2019232.5K$13M+2.38%

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 SCHV.