Schwab U S Broad Market ETF shares owned by Prosperitas Financial
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Prosperitas Financial
from 13F filings
Historical chart of Prosperitas Financial investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Prosperitas Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.3M | 324k | 25.71 |
| 2025-06-30 | $12M | 517k | 23.83 |
| 2025-03-31 | $13M | 604k | 21.53 |
| 2024-12-31 | $12M | 523k | 22.70 |
| 2024-09-30 | $8.9M | 134k | 66.52 |
| 2024-06-30 | $7.8M | 124k | 62.87 |
| 2024-03-31 | $8.5M | 140k | 61.05 |
| 2023-12-31 | $6.9M | 124k | 55.67 |
| 2023-09-30 | $6.9M | 138k | 49.85 |