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Schwab U S Large Cap Growth ETF shares owned by Prosperity Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth 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 Large Cap Growth ETF by Prosperity Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.4M 101k 82.96
2023-09-30 $7.6M 104k 72.72
2023-06-30 $8.7M 116k 74.95
2023-03-31 $4.9M 75k 65.17
2022-12-31 $1.9M 35k 55.56

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 Large Cap Growth ETF

Sei Investments
Mather Group
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Raymond James Financial Services Advisors
Fund Evaluation Group
McAdam
CWM
Focus Financial Network
Fort Pitt Capital
Bank of America Corporation
Thrive Wealth Management
Jpmorgan Chase & Co
Focus Financial Network

View all funds holding Schwab U S Large Cap Growth ETF