Prosperity Capital Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-23,907
Closed -$385K 233
2023
Q1
$385K Buy
23,907
+549
+2% +$8.85K 0.06% 139
2022
Q4
$352K Buy
+23,358
New +$352K 0.11% 129