Prospera Financial Services’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.84M | Sell |
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|
2025
Q1 | $4.15M | Buy |
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|
2024
Q4 | $3.77M | Buy |
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|
2024
Q3 | $1.36M | Buy |
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|
2024
Q2 | $1.06M | Sell |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $953K | Buy |
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|
2023
Q3 | $727K | Sell |
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|
2023
Q2 | $798K | Sell |
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|
2023
Q1 | $1.13M | Buy |
|
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|
2022
Q4 | $432K | Buy |
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|
2022
Q3 | $367K | Buy |
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|
2022
Q2 | $311K | Sell |
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|
2022
Q1 | $3.06M | Buy |
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|
2021
Q4 | $354K | Sell |
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|
2021
Q3 | $329K | Buy |
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|
2021
Q2 | $321K | Buy |
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|
2021
Q1 | $263K | Buy |
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|
2020
Q4 | $211K | Buy |
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|
2020
Q3 | $17K | Buy |
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