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Prospera Capital Management, LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Prospera Capital Management, LLC on SCHW, newest first. How the timeline and the estimate are built.

Prospera Capital Management, LLC held 2,358 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,358 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $237,214.

    13F-HR 0002082673-26-000005 filed by Prospera Capital Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,358 shares
    Change vs previous 13F +8 shares

    0.07% of the 13F portfolio, value $237,214.

    13F-HR 0002082673-26-000004 filed by Prospera Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 2,350 shares
    Change vs previous 13F +6 shares

    0.11% of the 13F portfolio, value $220,880.

    13F-HR 0002082673-26-000002 filed by Prospera Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 2,344 shares
    Change vs previous 13F +6 shares

    0.12% of the 13F portfolio, value $234,141.

    13F-HR 0002082673-26-000001 filed by Prospera Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 2,338 shares
    Change vs previous 13F +6 shares

    0.11% of the 13F portfolio, value $223,165.

    13F-HR 0002082673-25-000007 filed by Prospera Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F/A 2,332 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $212,758.

    13F-HR/A 0002082673-25-000006 filed by Prospera Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).