PCA
SCHW

Prosperity Capital Advisors’s Charles Schwab SCHW Stock Holding History

Prosperity Capital Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$208K Buy
2,256
+46
+2% +$4.2K 0.01% 409
2026
Q1 		$208K Sell
2,210
-13
-0.6% -$1.27K 0.01% 392
2025
Q4 		$222K Sell
2,223
-204
-8% -$19.4K 0.01% 362
2025
Q3 		$232K Sell
2,427
-179
-7% -$17K 0.01% 384
2025
Q2 		$238K Sell
2,606
-24
-0.9% -$2.01K 0.02% 359
2025
Q1 		$204K Sell
2,630
-127
-5% -$9.97K 0.02% 344
2024
Q4 		$204K Buy
+2,757
New +$206K 0.02% 331
2024
Q2 		– Sell
-4,836
Closed -$350K – 353
2024
Q1 		$350K Buy
+4,836
New +$318K 0.04% 242

Other funds holding SCHW

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Prosperity Capital Advisors's SCHW Position: Q2 2026 in Review

Prosperity Capital Advisors increased its Charles Schwab (SCHW) stake by 2.1% in Q2 2026, buying an estimated $4.2K and bringing the position to 2,256 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #409.

Prosperity Capital Advisors first reported a position in SCHW in Q1 2024 and has held it in 8 quarters since. The position peaked at $350K in Q1 2024. 504 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Prosperity Capital Advisors held 2,256 shares of Charles Schwab worth $208K as of Q2 2026.
  • Prosperity Capital Advisors bought 46 Charles Schwab shares in Q2 2026, an estimated $4.2K.
  • Charles Schwab made up 0.01% of Prosperity Capital Advisors's portfolio in Q2 2026, its #409 holding.
  • Prosperity Capital Advisors first reported a position in Charles Schwab in Q1 2024 and has held it in 8 quarters since.
  • Prosperity Capital Advisors's Charles Schwab position peaked at $350K in Q1 2024.
  • 504 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.