Prosperity Wealth Management, Inc. Schwab Strategic Tr Us Large C Transaction History

Prosperity Wealth Management, Inc.

$270 Billion
Q2 2025

A detailed history of Prosperity Wealth Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Prosperity Wealth Management, Inc. holds 872,599 shares of SCHX stock, worth $22.8 Million. This represents 7.9% of its overall portfolio holdings.

Number of Shares

872,599

Previous 807,828 8.02%

Holding current value

$22.8 Million

Previous $17.8 Billion 19.56%

% of portfolio

7.9%

Previous 8.38%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$19.6 - $24.44 $1.27 Million - $1.58 Million	64,771 Added 8.02%	872,599 $21.3 Billion
Q1 2025 Apr 18, 2025	BUY	$21.75 - $24.28 $1.22 Million - $1.37 Million	56,260 Added 7.49%	807,828 $17.8 Billion
Q4 2024 Feb 07, 2025	BUY	$22.4 - $68.28 $12 Million - $36.5 Million	533,845 Added 245.19%	751,568 $17.4 Billion
Q3 2024 Nov 14, 2024	BUY	$61.11 - $67.85 $470,058 - $521,902	7,692 Added 3.66%	217,723 $14.8 Billion
Q2 2024 Aug 13, 2024	SELL	$58.7 - $64.78 $2.74 Million - $3.02 Million	-46,638 Reduced 18.17%	210,031 $13.5 Billion
Q1 2024 May 15, 2024	BUY	$55.41 - $62.08 $1.06 Million - $1.19 Million	19,111 Added 8.04%	256,669 $15.9 Billion
Q4 2023 Jan 30, 2024	SELL	$48.47 - $56.6 $671,018 - $783,570	-13,844 Reduced 5.51%	237,558 $13.4 Billion
Q3 2023 Nov 07, 2023	BUY	$50.36 - $54.21 $477,261 - $513,748	9,477 Added 3.92%	251,402 $12.7 Billion
Q2 2023 Sep 12, 2023	BUY	$47.67 - $52.37 $4.7 Million - $5.16 Million	98,568 Added 68.76%	241,925 $12.7 Billion
Q1 2023 Sep 12, 2023	BUY	$44.78 - $49.41 $2.42 Million - $2.67 Million	54,059 Added 60.54%	143,357 $6.93 Billion
Q4 2022 Sep 12, 2023	BUY	$42.25 - $48.16 $3.77 Million - $4.3 Million	89,298 New	89,298 $4.03 Billion

Others Institutions Holding SCHX

# of Institutions

1,590

Shares Held

1.14B

Call Options Held

68.6K

Put Options Held

200

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About SCHWAB STRATEGIC TR US LARGE-C

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Prosperity Wealth Management, Inc. Schwab Strategic Tr Us Large C Transaction History