C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Position in SCHW — Schwab Charles Corp
CIK 1965756
Westlake, OH
Position in SCHW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$208,161
+$466 QoQ
Shares Held
2,256
+2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,930
of 2,304 holders
Holding Since
Mar 2024
8 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, 2026C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors holds $2,230,919 across 4 Capital Markets names. SCHW ranks #4 (9.3% of the industry book) .
All Filings in SCHW
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,161 | 2,256 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $207,695 | 2,210 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $222,099 | 2,223 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $231,705 | 2,427 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $237,771 | 2,606 | Shares | Sole | 2025-11-03 | |
| 2025-03-31 | $205,876 | 2,630 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $204,045 | 2,757 | Shares | Sole | 2025-01-31 | |
| 2024-03-31 | $349,836 | 4,836 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||