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 Q3	$249K	Buy	7,664 +282	+4%	+$9.5K	0.06%	63
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

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $1.06B AUM 17.1% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Prospera Capital Management's SCHD Position: Q3 2026 in Review

Prospera Capital Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.8% in Q3 2026, buying an estimated $9.5K and bringing the position to 7,664 shares worth $249K. The position accounts for 0.06% of the portfolio, ranked #63.

Prospera Capital Management first reported a position in SCHD in Q4 2024 and has held it in 5 quarters since. The position peaked at $536K in Q1 2025. 1,630 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Prospera Capital Management held 7,664 shares of Schwab US Dividend Equity ETF worth $249K as of Q3 2026.
Prospera Capital Management bought 282 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $9.5K.
Schwab US Dividend Equity ETF made up 0.06% of Prospera Capital Management's portfolio in Q3 2026, its #63 holding.
Prospera Capital Management first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 5 quarters since.
Prospera Capital Management's Schwab US Dividend Equity ETF position peaked at $536K in Q1 2025.
1,630 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Prospera Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.