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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Prosperitas Financial consolidated in one spreadsheet with up to 7 years of data

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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
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

More positions owned by Prosperitas Financial

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Total (IXUS)
Amazon (AMZN)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Netflix (NFLX)

View all positions for Prosperitas Financial

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
SCS Capital Management
Rebalance
Evensky & Katz
Hengehold Capital Management
Strid
Bouchey Financial
HighTower Advisors
HB Wealth Management
Evergreen Advisors
Callan Capital
HT Partners
Hanson & Doremus Investment Management
Retirement Planning Group
BKD Wealth Advisors

View all funds holding Schwab U S Broad Market ETF