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Schwab U S Broad Market ETF shares owned by Prime Capital Investment Advisors

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Prime Capital Investment Advisors from 13F filings

Historical chart of Prime Capital Investment Advisors investment in Schwab U S Broad Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Prime Capital Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Broad Market ETF by Prime Capital Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 152k 66.52
2024-06-30 $9.5M 151k 62.87
2024-03-31 $9.7M 159k 61.05
2023-12-31 $9.2M 165k 55.67
2023-09-30 $8.3M 167k 49.85
2023-06-30 $8.7M 168k 51.70
2023-03-31 $2.2M 47k 47.85
2022-12-31 $2.2M 50k 44.81
2022-09-30 $2.1M 51k 41.98
2022-06-30 $2.3M 52k 44.19
2022-03-31 $13M 113k 113.01
2021-12-31 $13M 114k 113.01
2021-09-30 $11M 103k 103.86
2021-06-30 $11M 104k 104.27
2021-03-31 $9.0M 93k 96.71
2020-12-31 $8.1M 89k 90.99
2020-09-30 $4.7M 59k 79.64
2020-06-30 $5.0M 68k 73.47
2020-03-31 $3.8M 63k 60.43
2019-12-31 $2.9M 38k 76.87
2019-09-30 $2.6M 36k 71.01
2019-06-30 $2.3M 32k 70.52
2019-03-31 $1.9M 28k 68.05
2018-12-31 $1.6M 27k 59.93