Prosperity Capital Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$658K Buy
2025
Q2
$578K Sell
2025
Q1
$558K Hold
2024
Q4
$586K Sell
2024
Q3
$573K Sell
2024
Q2
$641K Sell
2024
Q1
$651K Buy