Prospera Financial Services’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.84M | Sell |
53,037
-17
| -0% | -$1.55K | 0.09% | 230 |
|
|
2025
Q1 | $4.15M | Buy |
53,054
+2,145
| +4% | +$168K | 0.1% | 229 |
|
|
2024
Q4 | $3.77M | Buy |
50,909
+29,964
| +143% | +$2.22M | 0.09% | 245 |
|
|
2024
Q3 | $1.36M | Buy |
20,945
+6,590
| +46% | +$427K | 0.03% | 428 |
|
|
2024
Q2 | $1.06M | Sell |
14,355
-217
| -1% | -$16K | 0.03% | 486 |
|
|
2024
Q1 | $1.05M | Buy |
14,572
+714
| +5% | +$51.7K | 0.03% | 482 |
|
|
2023
Q4 | $953K | Buy |
13,858
+631
| +5% | +$43.4K | 0.03% | 479 |
|
|
2023
Q3 | $727K | Sell |
13,227
-850
| -6% | -$46.7K | 0.03% | 511 |
|
|
2023
Q2 | $798K | Sell |
14,077
-7,528
| -35% | -$427K | 0.03% | 478 |
|
|
2023
Q1 | $1.13M | Buy |
21,605
+16,413
| +316% | +$860K | 0.05% | 388 |
|
|
2022
Q4 | $432K | Buy |
5,192
+87
| +2% | +$7.24K | 0.02% | 574 |
|
|
2022
Q3 | $367K | Buy |
5,105
+191
| +4% | +$13.7K | 0.02% | 602 |
|
|
2022
Q2 | $311K | Sell |
4,914
-31,419
| -86% | -$1.99M | 0.02% | 619 |
|
|
2022
Q1 | $3.06M | Buy |
36,333
+32,118
| +762% | +$2.71M | 0.13% | 192 |
|
|
2021
Q4 | $354K | Sell |
4,215
-300
| -7% | -$25.2K | 0.02% | 658 |
|
|
2021
Q3 | $329K | Buy |
4,515
+115
| +3% | +$8.38K | 0.02% | 636 |
|
|
2021
Q2 | $321K | Buy |
4,400
+366
| +9% | +$26.7K | 0.02% | 639 |
|
|
2021
Q1 | $263K | Buy |
4,034
+63
| +2% | +$4.11K | 0.02% | 658 |
|
|
2020
Q4 | $211K | Buy |
3,971
+3,489
| +724% | +$185K | 0.01% | 632 |
|
|
2020
Q3 | $17K | Buy |
+482
| New | +$17K | 0.01% | 949 |
|