Prospera Financial Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$270K Buy
2025
Q2
$208K Buy
2025
Q1
Sell
2024
Q4
$263K Hold
2024
Q3
$256K Buy
2022
Q3
Sell
2022
Q2
$2K Sell
2022
Q1
$9K Buy
2020
Q4
Sell
2020
Q3
$136K Buy