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Schwab U S Small Cap ETF shares owned by Prosperity Wealth Management

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Prosperity Wealth Management from 13F filings

Historical chart of Prosperity Wealth Management investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Prosperity Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Prosperity Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.9M 40k 47.24
2023-03-31 $581k 14k 41.93

More positions owned by Prosperity Wealth Management

Proshares Tr Ultrapro Qqq (TQQQ)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Proshares Tr Ultrpro S&p500 (UPRO)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Strategy Day Hagan Ned (SSUS)
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Procter & Gamble Company (PG)
Wynn Resorts (WYNN)
Select Sector Spdr Tr Technology (XLK)

View all positions for Prosperity Wealth Management

Top funds holding Schwab U S Small Cap ETF

Charles Schwab Investment Advisory
HPM Partners
Empower Advisory Group
Bank of America Corporation
Charles Schwab Investment Management
Sei Investments
Goldman Sachs Group
Creative Planning
Advisory Alpha
Advisor Group Holdings
UBS Group
Wealth Enhancement Advisory Services
Mercer Global Advisors
Mariner Wealth Advisors
HighTower Advisors

View all funds holding Schwab U S Small Cap ETF