Prospera Financial Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Prospera Financial Services’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$662K	Buy	18,330 +1,849	+11%	+$61.1K	0.01%	928
2026 Q1	$479K	Buy	16,481 +367	+2%	+$11K	0.01%	1004
2025 Q4	$459K	Sell	16,114 -2,088	-11%	-$59K	0.01%	952
2025 Q3	$508K	Buy	18,202 +521	+3%	+$13.9K	0.01%	927
2025 Q2	$447K	Buy	17,681 +7,656	+76%	+$181K	0.01%	951
2025 Q1	$235K	Sell	10,025 -4,976	-33%	-$127K	0.01%	1071
2024 Q4	$388K	Buy	15,001 +4,701	+46%	+$125K	0.01%	826
2024 Q3	$265K	Buy	+10,300	New	+$256K	0.01%	961
2022 Q3	–	Sell	-788	Closed	-$15K	–	1450
2022 Q2	$15K	Buy	788 +4	+0.5%	+$86	﹤0.01%	1264
2022 Q1	$19K	Buy	+784	New	+$18.5K	﹤0.01%	1758
2020 Q4	–	Sell	-744	Closed	-$13K	–	1394
2020 Q3	$13K	Buy	+744	New	+$12.8K	0.01%	1040

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Prospera Financial Services's SCHA Position: Q2 2026 in Review

Prospera Financial Services increased its Schwab U.S Small- Cap ETF (SCHA) stake by 11% in Q2 2026, buying an estimated $61.1K and bringing the position to 18,330 shares worth $662K. The position accounts for 0.01% of the portfolio, ranked #928.

Prospera Financial Services first reported a position in SCHA in Q3 2020 and has held it in 11 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Prospera Financial Services held 18,330 shares of Schwab U.S Small- Cap ETF worth $662K as of Q2 2026.
Prospera Financial Services bought 1,849 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $61.1K.
Schwab U.S Small- Cap ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #928 holding.
Prospera Financial Services first reported a position in Schwab U.S Small- Cap ETF in Q3 2020 and has held it in 11 quarters since.
1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.