PWM
SCHW

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
2023
Q4 		– Sell
-200
Closed -$11K – 182
2023
Q3 		$11K Buy
+200
New +$12.1K 0.01% 143

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Primecap Management
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.