Prosperity Wealth Management, Inc. SCHX Holdings History
Prosperity Wealth Management, Inc.'s Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Prosperity Wealth Management, Inc. held 807,828.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $17.84 Mil. This investment constitutes 8.38% of their stock portfolio, and Prosperity Wealth Management, Inc. now holds 0.04% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2022Q4. And since then Prosperity Wealth Management, Inc. has made 7 purchases of SCHX, at an average price of $30.29, for a total of 868,310.00 shares. In addition, there have been 2 sales at an average price of $59.86 for 60,482.00 shares. Based on historical transaction data and SCHX's current price of $25.11, Prosperity Wealth Management, Inc.'s estimated gain on his SCHX holdings is $-2.39 Mil, reflecting a -9.10% gain to date.
Prosperity Wealth Management, Inc. SCHX ($25.11) Holding Chart
Prosperity Wealth Management, Inc. SCHX ($25.11) 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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