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Prosperity Consulting Group’s Charles Schwab SCHW Stock Holding History

Prosperity Consulting Group’s Portfolio SCHW Stock Details SCHW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,947
Closed -$292K – 479
2024
Q4 		$292K Sell
3,947
-470
-11% -$34.8K 0.02% 386
2024
Q3 		$286K Buy
+4,417
New +$286K 0.02% 383