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Charles Schwab Corporation shares owned by Prospera Capital Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Prospera Capital Management from 13F filings

Historical chart of Prospera Capital Management investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Prospera Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Prospera Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $223k 2.3k 95.45
2025-06-30 $213k 2.3k 91.23

More positions owned by Prospera Capital Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Palantir Technologies Cl A (PLTR)

View all positions for Prospera Capital Management

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
Morgan Stanley
Fisher Investments
Harris Associates L.P
PRIMECAP Management Company
Artisan Partners Limited Partnership
Massachusetts Financial Services
Northern Trust

View all funds holding Charles Schwab Corporation