Prosperity Wealth Management’s Charles Schwab SCHW Stock Holding History

Prosperity Wealth Management’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
2025 Q4	$727K	Buy	7,275 +616	+9%	+$58.4K	0.24%	95
2025 Q3	$636K	Buy	6,659 +334	+5%	+$31.7K	0.22%	107
2025 Q2	$577K	Sell	6,325 -1,890	-23%	-$158K	0.21%	107
2025 Q1	$643K	Buy	+8,215	New	+$645K	0.3%	73
2023 Q4	–	Sell	-4,125	Closed	-$226K	–	181
2023 Q3	$226K	Buy	4,125 +211	+5%	+$12.8K	0.15%	113
2023 Q2	$222K	Sell	3,914 -2,388	-38%	-$125K	0.14%	116
2023 Q1	$330K	Buy	6,302 +3,566	+130%	+$261K	0.26%	71
2022 Q4	$228K	Buy	+2,736	New	+$212K	0.21%	98

Other funds holding SCHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Prosperity Wealth Management's SCHW Position: Q4 2025 in Review

Prosperity Wealth Management increased its Charles Schwab (SCHW) stake by 9.3% in Q4 2025, buying an estimated $58.4K and bringing the position to 7,275 shares worth $727K. The position accounts for 0.24% of the portfolio, ranked #95.

Prosperity Wealth Management first reported a position in SCHW in Q4 2022 and has held it in 8 quarters since. 2,316 funds tracked by Wall St. Rank hold SCHW as of Q4 2025.

Prosperity Wealth Management held 7,275 shares of Charles Schwab worth $727K as of Q4 2025.
Prosperity Wealth Management bought 616 Charles Schwab shares in Q4 2025, an estimated $58.4K.
Charles Schwab made up 0.24% of Prosperity Wealth Management's portfolio in Q4 2025, its #95 holding.
Prosperity Wealth Management first reported a position in Charles Schwab in Q4 2022 and has held it in 8 quarters since.
2,316 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.