Prosperity Wealth Management »

Schwab Strategic Tr us lrg cap etf shares owned by Prosperity Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Prosperity Wealth Management from 13F filings

Historical chart of Prosperity Wealth Management investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Prosperity Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $15M 218k 67.85
2024-03-31 $16M 257k 62.06
2023-12-31 $13M 238k 56.40
2023-09-30 $13M 251k 50.60
2023-06-30 $13M 242k 52.37
2023-03-31 $6.9M 143k 48.37
2022-12-31 $4.0M 89k 45.15