PCG
SCHW

Prosperity Consulting Group’s Charles Schwab SCHW Stock Holding History

Prosperity Consulting Group’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
Q1 		$328K Sell
3,492
-280
-7% -$27.5K 0.01% 406
2025
Q4 		$377K Buy
+3,772
New +$358K 0.02% 402
2025
Q1 		– Sell
-3,947
Closed -$292K – 479
2024
Q4 		$292K Sell
3,947
-470
-11% -$35.2K 0.02% 386
2024
Q3 		$286K Buy
+4,417
New +$290K 0.02% 383

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Prosperity Consulting Group's SCHW Position: Q1 2026 in Review

Prosperity Consulting Group reduced its Charles Schwab (SCHW) stake by 7.4% in Q1 2026, selling an estimated $27.5K and leaving 3,492 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #406.

Prosperity Consulting Group first reported a position in SCHW in Q3 2024 and has held it in 4 quarters since. The position peaked at $377K in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Prosperity Consulting Group held 3,492 shares of Charles Schwab worth $328K as of Q1 2026.
  • Prosperity Consulting Group sold 280 Charles Schwab shares in Q1 2026, an estimated $27.5K.
  • Charles Schwab made up 0.01% of Prosperity Consulting Group's portfolio in Q1 2026, its #406 holding.
  • Prosperity Consulting Group first reported a position in Charles Schwab in Q3 2024 and has held it in 4 quarters since.
  • Prosperity Consulting Group's Charles Schwab position peaked at $377K in Q4 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.