Charles Schwab Corporation shares owned by Prosperitas Financial
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Prosperitas Financial
from 13F filings
Historical chart of Prosperitas Financial investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Prosperitas Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $331k | 3.5k | 95.47 |
| 2025-06-30 | $323k | 3.5k | 91.25 |
| 2025-03-31 | $276k | 3.5k | 78.27 |
| 2024-12-31 | $268k | 3.6k | 74.01 |
| 2024-09-30 | $243k | 3.7k | 64.80 |
| 2024-06-30 | $251k | 3.4k | 73.69 |
| 2024-03-31 | $276k | 3.8k | 72.35 |
| 2023-12-31 | $299k | 4.3k | 68.79 |
| 2023-09-30 | $254k | 4.6k | 54.90 |