Prosperity Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.3M | Buy |
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|
2025
Q1 | $17.8M | Buy |
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|
2024
Q4 | $17.4M | Buy |
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|
2024
Q3 | $14.8M | Buy |
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|
2024
Q2 | $13.5M | Sell |
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|
2024
Q1 | $15.9M | Buy |
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|
2023
Q4 | $13.4M | Sell |
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|
2023
Q3 | $12.7M | Buy |
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|
2023
Q2 | $12.7M | Buy |
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|
2023
Q1 | $6.93M | Buy |
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|
2022
Q4 | $4.03M | Buy |
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