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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
2024-03-31 $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

Invesco Qqq Tr Unit Ser 1 (QQQ)
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Vanguard Index Fds Mid Cap Etf (VO)
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NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Total (IXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Small Cp Etf (VB)
Meta Platforms Cl A (META)
Netflix (NFLX)

View all positions for Prosperitas Financial

Top funds holding Schwab U S Broad Market ETF

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

View all funds holding Schwab U S Broad Market ETF