Prosperity Wealth Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577K | Sell |
6,325
-1,890
| -23% | -$172K | 0.21% | 107 |
|
|
2025
Q1 | $643K | Buy |
+8,215
| New | +$643K | 0.3% | 73 |
|
|
2023
Q4 | – | Sell |
-4,125
| Closed | -$226K | – | 168 |
|
|
2023
Q3 | $226K | Buy |
4,125
+211
| +5% | +$11.6K | 0.15% | 113 |
|
|
2023
Q2 | $222K | Sell |
3,914
-2,388
| -38% | -$135K | 0.14% | 113 |
|
|
2023
Q1 | $330K | Buy |
6,302
+3,566
| +130% | +$187K | 0.26% | 69 |
|
|
2022
Q4 | $228K | Buy |
+2,736
| New | +$228K | 0.21% | 91 |
|