PWM
Prosperity Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.3M | Buy |
872,599
+64,771
| +8% | +$1.58M | 7.9% | 1 |
|
|
2025
Q1 | $17.8M | Buy |
807,828
+56,260
| +7% | +$1.24M | 8.38% | 1 |
|
|
2024
Q4 | $17.4M | Buy |
751,568
+533,845
| +245% | +$12.4M | 7.17% | 3 |
|
|
2024
Q3 | $14.8M | Buy |
217,723
+7,692
| +4% | +$522K | 5.91% | 4 |
|
|
2024
Q2 | $13.5M | Sell |
210,031
-46,638
| -18% | -$3M | 6.63% | 3 |
|
|
2024
Q1 | $15.9M | Buy |
256,669
+19,111
| +8% | +$1.19M | 7.55% | 3 |
|
|
2023
Q4 | $13.4M | Sell |
237,558
-13,844
| -6% | -$781K | 8.71% | 2 |
|
|
2023
Q3 | $12.7M | Buy |
251,402
+9,477
| +4% | +$480K | 8.19% | 2 |
|
|
2023
Q2 | $12.7M | Buy |
241,925
+98,568
| +69% | +$5.16M | 8.2% | 2 |
|
|
2023
Q1 | $6.93M | Buy |
143,357
+54,059
| +61% | +$2.61M | 5.49% | 2 |
|
|
2022
Q4 | $4.03M | Buy |
+89,298
| New | +$4.03M | 3.8% | 5 |
|