Prosperity Consulting Group, LLC
Position in SCHW — Schwab Charles Corp
CIK 1910398
OWINGS MILLS, MD
Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$325,159
-$3,019 QoQ
Shares Held
3,524
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,696
of 2,304 holders
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Prosperity Consulting Group, LLC holds $5,181,708 across 6 Capital Markets names. SCHW ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,132 | $2,156,240 | |
| 2 | MS |
Morgan Stanley
|
6,904 | $1,443,212 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
7,796 | $678,563 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3,507 | $351,681 | |
| 5 | SCHW |
Schwab Charles Corp
This page
|
3,524 | $325,159 | |
| 6 | LAZ |
Lazard, Inc.
|
5,409 | $226,853 |
All Filings in SCHW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,159 | 3,524 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $328,178 | 3,492 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $376,860 | 3,772 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $292,117 | 3,947 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $286,265 | 4,417 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||