PF
Prosperitas Financial’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Sell |
517,216
-86,309
| -14% | -$2.06M | 5.79% | 2 |
|
|
2025
Q1 | $13M | Buy |
603,525
+80,596
| +15% | +$1.74M | 6.72% | 2 |
|
|
2024
Q4 | $11.9M | Buy |
522,929
+388,550
| +289% | +$8.82M | 6% | 2 |
|
|
2024
Q3 | $8.94M | Buy |
134,379
+10,229
| +8% | +$680K | 4.81% | 5 |
|
|
2024
Q2 | $7.81M | Sell |
124,150
-15,743
| -11% | -$990K | 4.76% | 4 |
|
|
2024
Q1 | $8.54M | Buy |
139,893
+16,142
| +13% | +$985K | 5.47% | 3 |
|
|
2023
Q4 | $6.89M | Sell |
123,751
-14,333
| -10% | -$798K | 5.07% | 4 |
|
|
2023
Q3 | $6.88M | Buy |
+138,084
| New | +$6.88M | 5.34% | 5 |
|