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
Q2 		$325K Buy
3,524
+32
+0.9% +$2.92K 0.01% 470
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Prosperity Consulting Group's SCHW Position: Q2 2026 in Review

Prosperity Consulting Group increased its Charles Schwab (SCHW) stake by 0.92% in Q2 2026, buying an estimated $2.92K and bringing the position to 3,524 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #470.

Prosperity Consulting Group first reported a position in SCHW in Q3 2024 and has held it in 5 quarters since. The position peaked at $377K in Q4 2025. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Prosperity Consulting Group held 3,524 shares of Charles Schwab worth $325K as of Q2 2026.
  • Prosperity Consulting Group bought 32 Charles Schwab shares in Q2 2026, an estimated $2.92K.
  • Charles Schwab made up 0.01% of Prosperity Consulting Group's portfolio in Q2 2026, its #470 holding.
  • Prosperity Consulting Group first reported a position in Charles Schwab in Q3 2024 and has held it in 5 quarters since.
  • Prosperity Consulting Group's Charles Schwab position peaked at $377K in Q4 2025.
  • 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.