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Schwab U S Small Cap ETF shares owned by Prosperity Consulting Group

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

Historical chart of Prosperity Consulting Group 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 Consulting Group 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 Consulting Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.4M 109k 49.24
2023-09-30 $5.9M 142k 41.42

More positions owned by Prosperity Consulting Group

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Ser Tr S&p Divid Etf (SDY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Amazon (AMZN)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Ishares Tr Eafe Value Etf (EFV)
Wisdomtree Tr Us Smallcap Divd (DES)

View all positions for Prosperity Consulting Group

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
Goldman Sachs Group
Creative Planning
Advisory Alpha
Advisor Group Holdings
UBS Group
Wealth Enhancement Advisory Services
Mercer Global Advisors
Mariner Wealth Advisors
HighTower Advisors
Aurum Wealth Management Group

View all funds holding Schwab U S Small Cap ETF