Prime Capital Investment Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Prime Capital Investment Advisors, LLC

  • $6.88 Billion
  • Q3 2024

A detailed history of Prime Capital Investment Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Prime Capital Investment Advisors, LLC holds 152,013 shares of SCHB stock, worth $3.59 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
152,013
Previous 151,132 0.58%
Holding current value
$3.59 Million
Previous $9.5 Million 6.42%
% of portfolio
0.15%
Previous 0.14%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
$59.93 - $66.52 $52,798 - $58,604
881 Added 0.58%
152,013 $10.1 Million
Q2 2024

Aug 08, 2024
SELL
$57.57 - $63.3 $439,834 - $483,612
-7,640 Reduced 4.81%
151,132 $9.5 Million
Q1 2024

May 14, 2024
SELL
$54.61 - $61.05 $334,595 - $374,053
-6,127 Reduced 3.72%
158,772 $9.69 Million
Q4 2023

Jan 24, 2024
SELL
$47.61 - $55.91 $103,361 - $121,380
-2,171 Reduced 1.3%
164,899 $9.18 Million
Q3 2023

Nov 09, 2023
SELL
$49.59 - $53.57 $20,282 - $21,910
-409 Reduced 0.24%
167,070 $8.33 Million
Q2 2023

Aug 08, 2023
BUY
$47.08 - $51.7 $5.68 Million - $6.24 Million
120,709 Added 258.09%
167,479 $8.66 Million
Q1 2023

May 05, 2023
SELL
$44.47 - $49.23 $151,865 - $168,120
-3,415 Reduced 6.8%
46,770 $2.24 Million
Q4 2022

Feb 08, 2023
SELL
$41.94 - $47.81 $17,027 - $19,410
-406 Reduced 0.8%
50,185 $2.25 Million
Q3 2022

Nov 08, 2022
SELL
$41.99 - $50.63 $66,890 - $80,653
-1,593 Reduced 3.05%
50,591 $2.12 Million
Q2 2022

Aug 12, 2022
SELL
$42.93 - $53.98 $2.6 Million - $3.27 Million
-60,664 Reduced 53.76%
52,184 $2.31 Million
Q1 2022

May 09, 2022
SELL
$49.15 - $56.85 $75,641 - $87,492
-1,539 Reduced 1.35%
112,848 $12.8 Million
Q4 2021

Feb 07, 2022
BUY
$51.87 - $56.86 $571,918 - $626,938
11,026 Added 10.67%
114,387 $12.9 Million
Q3 2021

Nov 09, 2021
SELL
$51.32 - $54.83 $45,828 - $48,963
-893 Reduced 0.86%
103,361 $10.7 Million
Q2 2021

Aug 12, 2021
BUY
$48.92 - $52.14 $549,273 - $585,427
11,228 Added 12.07%
104,254 $10.9 Million
Q1 2021

May 07, 2021
BUY
$44.89 - $48.81 $173,050 - $188,162
3,855 Added 4.32%
93,026 $9 Million
Q4 2020

Feb 03, 2021
BUY
$39.03 - $45.5 $1.19 Million - $1.38 Million
30,383 Added 51.68%
89,171 $8.11 Million
Q3 2020

Nov 06, 2020
SELL
$36.93 - $42.52 $337,355 - $388,420
-9,135 Reduced 13.45%
58,788 $4.68 Million
Q2 2020

Jul 17, 2020
BUY
$28.84 - $38.49 $141,921 - $189,409
4,921 Added 7.81%
67,923 $4.99 Million
Q1 2020

May 04, 2020
BUY
$26.18 - $40.44 $644,734 - $995,915
24,627 Added 64.17%
63,002 $3.81 Million
Q4 2019

Feb 04, 2020
BUY
$34.47 - $38.58 $72,800 - $81,480
2,112 Added 5.82%
38,375 $2.95 Million
Q3 2019

Nov 05, 2019
BUY
$35.32 - $36.13 $136,299 - $139,425
3,859 Added 11.91%
36,263 $2.58 Million
Q2 2019

Aug 06, 2019
BUY
N/A
4,778 Added 17.3%
32,404 $2.29 Million
Q1 2019

Apr 16, 2019
BUY
N/A
993 Added 3.73%
27,626 $1.88 Million
Q4 2018

Feb 11, 2019
BUY
N/A
26,633 New
26,633 $1.6 Million

Others Institutions Holding SCHB

# of Institutions
1,190
Shares Held
231M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
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More about SCHB
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