SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Prosperity Wealth Management, Inc.'s Holding History (CIK: 0001991463)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 970,709 Value ($000) $26,122 Avg Close — Range —
Q3 2025
Shares 911,630 Value ($000) $24,012 Avg Close — Range —
Q2 2025
Shares 872,599 Value ($000) $21,326 Avg Close — Range —
Q1 2025
Shares 807,828 Value ($000) $17,837 Avg Close — Range —
Q4 2024
Shares 751,568 Value ($000) $17,421 Avg Close — Range —
Q3 2024
Shares 217,723 Value ($000) $14,773 Avg Close — Range —
Q2 2024
Shares 210,031 Value ($000) $13,495 Avg Close — Range —
Q1 2024
Shares 256,669 Value ($000) $15,929 Avg Close — Range —
Q4 2023
Shares 237,558 Value ($000) $13,398 Avg Close — Range —
Q3 2023
Shares 251,402 Value ($000) $12,721 Avg Close — Range —
Q2 2023
Shares 241,925 Value ($000) $12,670 Avg Close — Range —
Q1 2023
Shares 143,357 Value ($000) $6,934 Avg Close — Range —
Q4 2022
Shares 89,298 Value ($000) $4,032 Avg Close — Range —