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Prospera Financial Services’s Schwab US Broad Market ETF SCHB Stock Holding History

Prospera Financial Services’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.02M Buy
104,251
+7,387
+8% +$207K 0.04% 403
2026
Q1 		$2.43M Buy
96,864
+7,384
+8% +$194K 0.04% 444
2025
Q4 		$2.35M Buy
89,480
+3,223
+4% +$83.9K 0.04% 441
2025
Q3 		$2.22M Buy
86,257
+4,899
+6% +$121K 0.04% 449
2025
Q2 		$1.94M Buy
81,358
+44,116
+118% +$972K 0.04% 477
2025
Q1 		$802K Buy
37,242
+4,280
+13% +$97.4K 0.02% 623
2024
Q4 		$748K Buy
32,962
+5,041
+18% +$115K 0.02% 629
2024
Q3 		$619K Buy
27,921
+1,902
+7% +$40.6K 0.02% 649
2024
Q2 		$545K Sell
26,019
-1,110
-4% -$22.5K 0.02% 685
2024
Q1 		$552K Sell
27,129
-420
-2% -$8.13K 0.02% 680
2023
Q4 		$511K Buy
27,549
+3,804
+16% +$65.7K 0.02% 656
2023
Q3 		$395K Buy
23,745
+738
+3% +$12.8K 0.02% 692
2023
Q2 		$397K Sell
23,007
-456
-2% -$7.43K 0.02% 689
2023
Q1 		$374K Sell
23,463
-1,617
-6% -$25.3K 0.02% 702
2022
Q4 		$375K Sell
25,080
-5,502
-18% -$82.7K 0.02% 623
2022
Q3 		$428K Sell
30,582
-231
-0.7% -$3.59K 0.02% 560
2022
Q2 		$454K Sell
30,813
-63
-0.2% -$1.01K 0.02% 543
2022
Q1 		$550K Buy
30,876
+12
+0% +$211 0.02% 575
2021
Q4 		$582K Buy
30,864
+228
+0.7% +$4.2K 0.03% 528
2021
Q3 		$530K Buy
30,636
+420
+1% +$7.47K 0.03% 518
2021
Q2 		$525K Buy
30,216
+3,978
+15% +$67.3K 0.03% 524
2021
Q1 		$422K Buy
26,238
+1,890
+8% +$29.8K 0.03% 536
2020
Q4 		$369K Buy
+24,348
New +$347K 0.03% 485
2020
Q3 		– Sell
-24,000
Closed -$294K – 1689
2020
Q2 		$294K Sell
24,000
-7,572
-24% -$87.3K 0.03% 450
2020
Q1 		$318K Buy
31,572
+6,942
+28% +$84K 0.03% 382
2019
Q4 		$316K Buy
24,630
+504
+2% +$6.18K 0.02% 473
2019
Q3 		$286K Buy
24,126
+1,368
+6% +$16.2K 0.03% 446
2019
Q2 		$271K Buy
+22,758
New +$263K 0.03% 420

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Prospera Financial Services increased its Schwab US Broad Market ETF (SCHB) stake by 7.6% in Q2 2026, buying an estimated $207K and bringing the position to 104,251 shares worth $3.02M. The position accounts for 0.04% of the portfolio, ranked #403.

Prospera Financial Services first reported a position in SCHB in Q2 2019 and has held it in 28 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Prospera Financial Services held 104,251 shares of Schwab US Broad Market ETF worth $3.02M as of Q2 2026.
  • Prospera Financial Services bought 7,387 Schwab US Broad Market ETF shares in Q2 2026, an estimated $207K.
  • Schwab US Broad Market ETF made up 0.04% of Prospera Financial Services's portfolio in Q2 2026, its #403 holding.
  • Prospera Financial Services first reported a position in Schwab US Broad Market ETF in Q2 2019 and has held it in 28 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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