Schwab U S Large Cap Growth ETF shares owned by Prosperity Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Prosperity Wealth Management
from 13F filings
Historical chart of Prosperity Wealth Management investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Prosperity Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 723k | 31.91 |
| 2025-06-30 | $20M | 695k | 29.21 |
| 2025-03-31 | $16M | 619k | 25.04 |
| 2024-12-31 | $15M | 526k | 27.87 |
| 2024-09-30 | $12M | 112k | 104.18 |
| 2024-03-31 | $9.4M | 102k | 92.72 |
| 2023-12-31 | $8.4M | 101k | 82.96 |
| 2023-09-30 | $7.6M | 104k | 72.72 |
| 2023-06-30 | $8.7M | 116k | 74.95 |
| 2023-03-31 | $4.9M | 75k | 65.17 |
| 2022-12-31 | $1.9M | 35k | 55.56 |
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