Prospera Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Prospera Capital Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$238K	Buy	+7,382	New	+$234K	0.07%	51
2025 Q3	–	Sell	-16,500	Closed	-$437K	–	49
2025 Q2	$437K	Sell	16,500 -2,670	-14%	-$69.7K	0.24%	29
2025 Q1	$536K	Hold	19,170	–	–	0.35%	23
2024 Q4	$526K	Buy	+19,170	New	+$545K	0.38%	14

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Prospera Capital Management's SCHD Position: Q2 2026 in Review

Prospera Capital Management opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 7,382 shares worth $238K. The stake represents 0.07% of the portfolio and ranks #51 among its holdings. This is a return to the name: Prospera Capital Management previously reported a position in SCHD as recently as Q2 2025.

Prospera Capital Management first reported a position in SCHD in Q4 2024 and has held it in 4 quarters since. The position peaked at $536K in Q1 2025. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Prospera Capital Management held 7,382 shares of Schwab US Dividend Equity ETF worth $238K as of Q2 2026.
Schwab US Dividend Equity ETF was a new Prospera Capital Management position in Q2 2026.
Schwab US Dividend Equity ETF made up 0.07% of Prospera Capital Management's portfolio in Q2 2026, its #51 holding.
Prospera Capital Management first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 4 quarters since.
Prospera Capital Management's Schwab US Dividend Equity ETF position peaked at $536K in Q1 2025.
2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Prospera Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.