Prosperity Capital Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $578K | Sell |
24,263
-1,563
| -6% | -$37.2K | 0.05% | 160 |
|
|
2025
Q1 | $558K | Hold |
25,826
| – | – | 0.04% | 223 |
|
|
2024
Q4 | $586K | Sell |
25,826
-1
| -0% | -$23 | 0.05% | 209 |
|
|
2024
Q3 | $573K | Sell |
25,827
-4,782
| -16% | -$106K | 0.05% | 207 |
|
|
2024
Q2 | $641K | Sell |
30,609
-1,368
| -4% | -$28.7K | 0.07% | 166 |
|
|
2024
Q1 | $651K | Buy |
+31,977
| New | +$651K | 0.08% | 185 |
|