PWM
Prosperity Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.3M | Buy |
694,578
+75,566
| +12% | +$2.21M | 7.52% | 2 |
|
|
2025
Q1 | $15.5M | Buy |
619,012
+93,007
| +18% | +$2.33M | 7.29% | 2 |
|
|
2024
Q4 | $14.7M | Buy |
526,005
+414,422
| +371% | +$11.5M | 6.03% | 4 |
|
|
2024
Q3 | $11.6M | Buy |
111,583
+7,114
| +7% | +$741K | 4.65% | 6 |
|
|
2024
Q2 | $10.5M | Buy |
104,469
+2,969
| +3% | +$299K | 5.17% | 4 |
|
|
2024
Q1 | $9.41M | Buy |
101,500
+447
| +0.4% | +$41.4K | 4.46% | 5 |
|
|
2023
Q4 | $8.38M | Sell |
101,053
-2,791
| -3% | -$232K | 5.45% | 3 |
|
|
2023
Q3 | $7.55M | Sell |
103,844
-12,512
| -11% | -$910K | 4.86% | 4 |
|
|
2023
Q2 | $8.72M | Buy |
116,356
+41,003
| +54% | +$3.07M | 5.64% | 4 |
|
|
2023
Q1 | $4.91M | Buy |
75,353
+40,654
| +117% | +$2.65M | 3.89% | 5 |
|
|
2022
Q4 | $1.93M | Buy |
+34,699
| New | +$1.93M | 1.82% | 13 |
|