Prime Capital Investment Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Prime Capital Investment Advisors, LLC

  • $6.71 Billion
  • Q4 2024

A detailed history of Prime Capital Investment Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Prime Capital Investment Advisors, LLC holds 44,456 shares of SCHZ stock, worth $1.03 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
44,456
Previous 22,474 97.81%
Holding current value
$1.03 Million
Previous $1.07 Million 5.44%
% of portfolio
0.02%
Previous 0.02%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$22.63 - $47.53 $497,452 - $1.04 Million
21,982 Added 97.81%
44,456 $1.01 Million
Q3 2024

Nov 05, 2024
SELL
$45.2 - $47.87 $201,366 - $213,260
-4,455 Reduced 16.54%
22,474 $1.07 Million
Q2 2024

Aug 08, 2024
SELL
$44.66 - $45.99 $1.47 Million - $1.52 Million
-32,964 Reduced 55.04%
26,929 $1.23 Million
Q1 2024

May 14, 2024
BUY
$45.44 - $46.67 $1.25 Million - $1.29 Million
27,542 Added 85.13%
59,893 $2.76 Million
Q4 2023

Jan 24, 2024
BUY
$43.09 - $46.83 $204,505 - $222,255
4,746 Added 17.19%
32,351 $1.51 Million
Q3 2023

Nov 09, 2023
BUY
$44.14 - $46.33 $25,292 - $26,547
573 Added 2.12%
27,605 $1.22 Million
Q2 2023

Aug 08, 2023
BUY
$45.86 - $47.33 $1.24 Million - $1.28 Million
27,032 New
27,032 $1.25 Million
Q2 2021

Aug 12, 2021
SELL
$53.9 - $54.6 $80,742 - $81,790
-1,498 Closed
0 $0
Q1 2021

May 07, 2021
BUY
$53.75 - $55.97 $1,827 - $1,902
34 Added 2.32%
1,498 $81,000
Q4 2020

Feb 03, 2021
BUY
$55.56 - $56.23 $32,224 - $32,613
580 Added 65.61%
1,464 $82,000
Q3 2020

Nov 06, 2020
SELL
$56.07 - $56.92 $145,838 - $148,048
-2,601 Reduced 74.63%
884 $50,000
Q2 2020

Jul 17, 2020
SELL
$54.35 - $56.24 $164,734 - $170,463
-3,031 Reduced 46.52%
3,485 $196,000
Q1 2020

May 04, 2020
BUY
$50.33 - $56.09 $311,844 - $347,533
6,196 Added 1936.25%
6,516 $354,000
Q4 2019

Feb 04, 2020
SELL
$53.21 - $54.14 $664,167 - $675,775
-12,482 Reduced 97.5%
320 $17,000
Q3 2019

Nov 05, 2019
SELL
$53.15 - $53.86 $1,116 - $1,131
-21 Reduced 0.16%
12,802 $689,000
Q2 2019

Aug 06, 2019
BUY
N/A
12,823 New
12,823 $680,000

Others Institutions Holding SCHZ

# of Institutions
682
Shares Held
163M
Call Options Held
200
Put Options Held
1.5K
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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