Prime Capital Investment Advisors, LLC
Position in SCHW — Schwab Charles Corp
CIK 1731446
OVERLAND PARK, KS
Position in SCHW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,753,960
-$14,085 QoQ
Shares Held
19,009
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#978
of 2,304 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Derivatives in SCHW
reported options exposure · as of Mar 31, 2026CallValue
$1,483
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026Prime Capital Investment Advisors, LLC holds $41,359,821 across 8 Capital Markets names. SCHW ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
|
152,308 | $15,273,446 | |
| 2 | GS |
Goldman Sachs Group Inc
|
10,972 | $11,096,751 | |
| 3 | MS |
Morgan Stanley
|
33,444 | $6,991,133 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
57,585 | $5,012,198 | |
| 5 | SCHW |
Schwab Charles Corp
This page
|
19,009 | $1,753,960 | |
| 6 | BGC |
BGC Group, Inc.
|
62,133 | $664,201 | |
| 7 | IREN |
IREN Ltd
|
8,927 | $408,231 | |
| 8 | MARA |
MARA Holdings, Inc.
|
11,512 | $159,901 |
All Filings in SCHW
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,753,960 | 19,009 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,483 | 500 | Call | Sole | 2026-05-08 | |
| 2026-03-31 | $1,768,045 | 18,813 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,139,272 | 21,412 | Shares | Sole | 2026-01-21 | |
| 2025-12-31 | $16 | 200 | Put | Sole | 2026-01-21 | |
| 2025-09-30 | $3,683 | 1,500 | Call | Sole | 2025-11-05 | |
| 2025-09-30 | $2,097,571 | 21,971 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,945,875 | 21,327 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,853,983 | 23,684 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,419,585 | 19,181 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $16,252 | 5,500 | Call | Sole | 2024-11-05 | |
| 2024-09-30 | $1,231,843 | 19,007 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $7,205,260 | 97,778 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $7,283,842 | 100,689 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,676,489 | 97,042 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $5,108,884 | 93,058 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $910,734 | 16,068 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $678,897 | 12,961 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $305,314 | 3,667 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $232,786 | 3,239 | Shares | Sole | 2022-11-08 | |
| 2021-03-31 | $8,147 | 125 | Shares | Sole | 2021-05-07 | |
| 2020-03-31 | $37,553 | 1,117 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||