Prosperitas Financial LLC: SCHW position timeline

Prosperitas Financial LLC held 3,530 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 3,530 shares

   Change vs previous 13F +28 shares

   0.1% of the 13F portfolio, value $325,688.

   13F-HR 0001172661-26-003849 filed by Prosperitas Financial LLC
   Filed 2026-08-19 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 3,502 shares

   Change vs previous 13F +11 shares

   0.12% of the 13F portfolio, value $329,088.

   13F-HR 0001172661-26-002348 filed by Prosperitas Financial LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 3,491 shares

   Change vs previous 13F +29 shares

   0.14% of the 13F portfolio, value $348,806.

   13F-HR 0001172661-26-000469 filed by Prosperitas Financial LLC
   Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 3,462 shares

   Change vs previous 13F -72 shares

   0.14% of the 13F portfolio, value $330,531.

   13F-HR 0001172661-25-004436 filed by Prosperitas Financial LLC
   Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 3,534 shares

   Change vs previous 13F +9 shares

   0.15% of the 13F portfolio, value $322,469.

   13F-HR 0001172661-25-003062 filed by Prosperitas Financial LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 3,525 shares

   Change vs previous 13F -98 shares

   0.14% of the 13F portfolio, value $275,913.

   13F-HR 0001172661-25-001821 filed by Prosperitas Financial LLC
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 3,623 shares

   Change vs previous 13F -125 shares

   0.14% of the 13F portfolio, value $268,145.

   13F-HR 0001172661-25-000506 filed by Prosperitas Financial LLC
   Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 3,748 shares

   Change vs previous 13F not available

   0.13% of the 13F portfolio, value $242,885.

   13F-HR 0001172661-24-004393 filed by Prosperitas Financial LLC
   Filed 2024-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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