Charles Schwab Corporation shares owned by Prosperity Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Prosperity Wealth Management
from 13F filings
Historical chart of Prosperity Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Prosperity Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $636k | 6.7k | 95.47 |
| 2025-06-30 | $577k | 6.3k | 91.24 |
| 2025-03-31 | $643k | 8.2k | 78.28 |
| 2023-09-30 | $237k | 4.3k | 54.90 |
| 2023-06-30 | $222k | 3.9k | 56.67 |
| 2023-03-31 | $330k | 6.3k | 52.38 |
| 2022-12-31 | $228k | 2.7k | 83.26 |
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