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Schwab Strategic Tr us lrg cap etf shares owned by Prosperity Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Prosperity Wealth Management from 13F filings

Historical chart of Prosperity Wealth Management investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg 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 Strategic Tr us lrg cap etf by Prosperity Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $13M 238k 56.40
2023-09-30 $13M 251k 50.60
2023-06-30 $13M 242k 52.37
2023-03-31 $6.9M 143k 48.37
2022-12-31 $4.0M 89k 45.15

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 Strategic Tr us lrg cap etf

Charles Schwab Investment Advisory
Charles Schwab Investment Management
Creative Planning
HPM Partners
Sei Investments
HBK Sorce Advisory
Sage Financial
Moneta Group Investment Advisors
Wealth Enhancement Advisory Services
UBS Group
Mercer Global Advisors
Campbell Wealth Management
Diversified
HighTower Advisors
Henderson Group

View all funds holding Schwab Strategic Tr us lrg cap etf