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Prime Capital Investment Advisors, LLC → SCHW-PJ
Prime Capital Investment Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
79
Latest value
$7.1M
Q3 2026
Peak value
$269.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.1M |
| Q3 2025 | $4K |
| Q3 2025 | $10.6M |
| Q3 2025 | $268.2M |
| Q3 2025 | $51.2M |
| Q3 2025 | $22.6M |
| Q3 2025 | $58.3M |
| Q3 2025 | $14.5M |
| Q3 2025 | $11.4M |
| Q3 2025 | $414K |
| Q3 2025 | $2.5M |
| Q3 2025 | $148.6M |
| Q3 2025 | $856K |
| Q3 2025 | $1.4M |
| Q3 2025 | $55.4M |
| Q3 2025 | $6.5M |
| Q4 2025 | $2.1M |
| Q4 2025 | $16 |
| Q4 2025 | $10.7M |
| Q4 2025 | $269.3M |
| Q4 2025 | $50.2M |
| Q4 2025 | $21M |
| Q4 2025 | $49.4M |
| Q4 2025 | $14.2M |
| Q4 2025 | $10.6M |
| Q4 2025 | $403K |
| Q4 2025 | $2.4M |
| Q4 2025 | $140.2M |
| Q4 2025 | $833K |
| Q4 2025 | $2.7M |
| Q4 2025 | $56.7M |
| Q4 2025 | $6.5M |
| Q1 2026 | $1.8M |
| Q1 2026 | $1K |
| Q1 2026 | $9.9M |
| Q1 2026 | $228.2M |
| Q1 2026 | $63.6M |
| Q1 2026 | $20.1M |
| Q1 2026 | $58M |
| Q1 2026 | $14.2M |
| Q1 2026 | $9.9M |
| Q1 2026 | $414K |
| Q1 2026 | $2.9M |
| Q1 2026 | $109.6M |
| Q1 2026 | $727K |
| Q1 2026 | $201K |
| Q1 2026 | $3.4M |
| Q1 2026 | $60.3M |
| Q1 2026 | $6.6M |
| Q2 2026 | $1.8M |
| Q2 2026 | $11.4M |
| Q2 2026 | $256.2M |
| Q2 2026 | $72M |
| Q2 2026 | $22.2M |
| Q2 2026 | $67.5M |
| Q2 2026 | $17.3M |
| Q2 2026 | $10.7M |
| Q2 2026 | $589K |
| Q2 2026 | $3.3M |
| Q2 2026 | $119.8M |
| Q2 2026 | $867K |
| Q2 2026 | $3.3M |
| Q2 2026 | $61.6M |
| Q2 2026 | $6.8M |
| Q3 2026 | $1.7M |
| Q3 2026 | $11.1M |
| Q3 2026 | $246.5M |
| Q3 2026 | $70.8M |
| Q3 2026 | $21.1M |
| Q3 2026 | $59.1M |
| Q3 2026 | $14.9M |
| Q3 2026 | $10.8M |
| Q3 2026 | $598K |
| Q3 2026 | $3.7M |
| Q3 2026 | $114.4M |
| Q3 2026 | $800K |
| Q3 2026 | $2.2M |
| Q3 2026 | $59.2M |
| Q3 2026 | $7.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.1M | 141.8K | — | — |
| Q3 2026 | $59.2M | 2.35M | — | — |
| Q3 2026 | $2.2M | 93.2K | — | — |
| Q3 2026 | $800K | 36.2K | — | — |
| Q3 2026 | $114.4M | 4.16M | — | — |
| Q3 2026 | $3.7M | 114.1K | — | — |
| Q3 2026 | $598K | 19.0K | — | — |
| Q3 2026 | $10.8M | 295.9K | — | — |
| Q3 2026 | $14.9M | 457.3K | — | — |
| Q3 2026 | $59.1M | 1.74M | — | — |
| Q3 2026 | $21.1M | 634.0K | — | — |
| Q3 2026 | $70.8M | 1.97M | — | — |
| Q3 2026 | $246.5M | 8.22M | — | — |
| Q3 2026 | $11.1M | 377.5K | — | — |
| Q3 2026 | $1.7M | 17.9K | — | — |
| Q2 2026 | $6.8M | 141.9K | — | — |
| Q2 2026 | $61.6M | 2.32M | — | — |
| Q2 2026 | $3.3M | 135.6K | — | — |
| Q2 2026 | $867K | 37.5K | — | — |
| Q2 2026 | $119.8M | 4.33M | — | — |
| Q2 2026 | $3.3M | 105.3K | — | — |
| Q2 2026 | $589K | 19.0K | — | — |
| Q2 2026 | $10.7M | 295.2K | — | — |
| Q2 2026 | $17.3M | 479.3K | — | — |
| Q2 2026 | $67.5M | 1.83M | — | — |
| Q2 2026 | $22.2M | 636.4K | — | — |
| Q2 2026 | $72M | 2.13M | — | — |
| Q2 2026 | $256.2M | 8.70M | — | — |
| Q2 2026 | $11.4M | 392.7K | — | — |
| Q2 2026 | $1.8M | 19.0K | — | — |
| Q1 2026 | $6.6M | 142.0K | — | — |
| Q1 2026 | $60.3M | 2.27M | — | — |
| Q1 2026 | $3.4M | 138.2K | — | — |
| Q1 2026 | $201K | 9.3K | — | — |
| Q1 2026 | $727K | 31.3K | — | — |
| Q1 2026 | $109.6M | 4.43M | — | — |
| Q1 2026 | $2.9M | 95.1K | — | — |
| Q1 2026 | $414K | 14.9K | — | — |
| Q1 2026 | $9.9M | 300.1K | — | — |
| Q1 2026 | $14.2M | 487.6K | — | — |
| Q1 2026 | $58M | 1.87M | — | — |
| Q1 2026 | $20.1M | 659.7K | — | — |
| Q1 2026 | $63.6M | 2.18M | — | — |
| Q1 2026 | $228.2M | 8.90M | — | — |
| Q1 2026 | $9.9M | 394.4K | — | — |
| Q1 2026 | $1K | 500 | — | — |
| Q1 2026 | $1.8M | 18.8K | — | — |
| Q4 2025 | $6.5M | 142.4K | — | — |
| Q4 2025 | $56.7M | 2.14M | — | — |
| Q4 2025 | $2.7M | 112.6K | — | — |
| Q4 2025 | $833K | 35.6K | — | — |
| Q4 2025 | $140.2M | 5.83M | — | — |
| Q4 2025 | $2.4M | 88.0K | — | — |
| Q4 2025 | $403K | 14.8K | — | — |
| Q4 2025 | $10.6M | 324.4K | — | — |
| Q4 2025 | $14.2M | 498.6K | — | — |
| Q4 2025 | $49.4M | 1.64M | — | — |
| Q4 2025 | $21M | 708.7K | — | — |
| Q4 2025 | $50.2M | 1.54M | — | — |
| Q4 2025 | $269.3M | 10.01M | — | — |
| Q4 2025 | $10.7M | 406.2K | — | — |
| Q4 2025 | $16 | 200 | — | — |
| Q4 2025 | $2.1M | 21.4K | — | — |
| Q3 2025 | $6.5M | 143.5K | — | — |
| Q3 2025 | $55.4M | 2.06M | — | — |
| Q3 2025 | $1.4M | 59.0K | — | — |
| Q3 2025 | $856K | 36.5K | — | — |
| Q3 2025 | $148.6M | 6.38M | — | — |
| Q3 2025 | $2.5M | 91.3K | — | — |
| Q3 2025 | $414K | 15.7K | — | — |
| Q3 2025 | $11.4M | 342.9K | — | — |
| Q3 2025 | $14.5M | 521.3K | — | — |
| Q3 2025 | $58.3M | 1.97M | — | — |
| Q3 2025 | $22.6M | 777.1K | — | — |
| Q3 2025 | $51.2M | 1.60M | — | — |
| Q3 2025 | $268.2M | 10.18M | — | — |
| Q3 2025 | $10.6M | 412.7K | — | — |
| Q3 2025 | $4K | 1.5K | — | — |
| Q3 2025 | $2.1M | 22.0K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B
Other Prime Capital Investment Advisors, LLC positions
ETHA
$710.3MISHARES TR CORE S&P500 ETF
ETHA
$708.4MISHARES TR CORE S&P500 ETF
ETHA
$490MISHARES TR CORE US AGGBD ET
VGES
$393.7MVANGUARD INDEX FDS TOTAL STK MKT
VGES
$387.4MVANGUARD INDEX FDS TOTAL STK MKT
VGES
$381MVANGUARD INDEX FDS MRNGSTR TTL STK
ETHA
$380.2MISHARES TR CORE US AGGBD ET
ETHA
$375.8MISHARES TR CORE US AGGBD ET