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Schwab Strategic Tr cmn shares owned by Prosperity Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Prosperity Wealth Management from 13F filings

Historical chart of Prosperity Wealth Management investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Prosperity Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Prosperity Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $325k 5.0k 64.46
2023-06-30 $350k 5.2k 67.09
2023-03-31 $764k 12k 65.58
2022-12-31 $870k 13k 66.02

More positions owned by Prosperity Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)
Spdr Series Trust Portfli High Yld (SPHY)
Amazon (AMZN)
Palantir Technologies Cl A (PLTR)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Arista Networks Com Shs (ANET)
Vanguard World Mega Grwth Ind (MGK)

View all positions for Prosperity Wealth Management

Top funds holding Schwab Strategic Tr cmn

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Vantagepoint Investment Advisers
Wealth Enhancement Advisory Services
Moneta Group Investment Advisors
Betterment
LPL Financial
Gemmer Asset Management
Savant Capital Management
Cetera Investment Advisers

View all funds holding Schwab Strategic Tr cmn