SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

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

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

Q4 2025
Shares 749,659 Value ($000) $24,454 Avg Close Range
Q3 2025
Shares 723,101 Value ($000) $23,074 Avg Close Range
Q2 2025
Shares 694,578 Value ($000) $20,289 Avg Close Range
Q1 2025
Shares 619,012 Value ($000) $15,500 Avg Close Range
Q4 2024
Shares 526,005 Value ($000) $14,660 Avg Close Range
Q3 2024
Shares 111,583 Value ($000) $11,625 Avg Close Range
Q2 2024
Shares 104,469 Value ($000) $10,535 Avg Close Range
Q1 2024
Shares 101,500 Value ($000) $9,411 Avg Close Range
Q4 2023
Shares 101,053 Value ($000) $8,383 Avg Close Range
Q3 2023
Shares 103,844 Value ($000) $7,552 Avg Close Range
Q2 2023
Shares 116,356 Value ($000) $8,721 Avg Close Range
Q1 2023
Shares 75,353 Value ($000) $4,911 Avg Close Range
Q4 2022
Shares 34,699 Value ($000) $1,928 Avg Close Range