Prosperity Wealth Management, Inc. SCHG Holdings History
Prosperity Wealth Management, Inc.'s Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Prosperity Wealth Management, Inc. held 619,012.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $15.50 Mil. This investment constitutes 7.29% of their stock portfolio, and Prosperity Wealth Management, Inc. now holds 0.04% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2022Q4. And since then Prosperity Wealth Management, Inc. has made 7 purchases of SCHG, at an average price of $32.96, for a total of 634,315.00 shares. In addition, there have been 2 sales at an average price of $75.67 for 15,303.00 shares. Based on historical transaction data and SCHG's current price of $30.06, Prosperity Wealth Management, Inc.'s estimated gain on his SCHG holdings is $-1.14 Mil, reflecting a -5.46% gain to date.
Prosperity Wealth Management, Inc. SCHG ($30.06) Holding Chart
Prosperity Wealth Management, Inc. SCHG ($30.06) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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