Prospera Financial Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Prospera Financial Services’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	$8.05M	Buy	253,820 +56,380	+29%	+$1.79M	0.12%	187
2026 Q1	$6.06M	Buy	197,440 +50,442	+34%	+$1.53M	0.1%	228
2025 Q4	$4.03M	Sell	146,998 -4,056	-3%	-$110K	0.07%	293
2025 Q3	$4.13M	Sell	151,054 -6,402	-4%	-$175K	0.07%	288
2025 Q2	$4.17M	Buy	157,456 +68,386	+77%	+$1.79M	0.08%	266
2025 Q1	$2.49M	Sell	89,070 -14,152	-14%	-$394K	0.06%	338
2024 Q4	$2.82M	Buy	103,222 +9,418	+10%	+$268K	0.07%	299
2024 Q3	$2.64M	Sell	93,804 -2,607	-3%	-$71K	0.07%	290
2024 Q2	$2.5M	Buy	96,411 +4,317	+5%	+$112K	0.07%	290
2024 Q1	$2.48M	Buy	92,094 +4,905	+6%	+$127K	0.07%	294
2023 Q4	$2.21M	Sell	87,189 -80,199	-48%	-$1.91M	0.07%	290
2023 Q3	$3.95M	Sell	167,388 -5,676	-3%	-$139K	0.15%	150
2023 Q2	$4.19M	Buy	173,064 +177	+0.1%	+$4.23K	0.16%	143
2023 Q1	$4.22M	Buy	172,887 +98,535	+133%	+$2.46M	0.17%	141
2022 Q4	$1.87M	Sell	74,352 -7,119	-9%	-$176K	0.09%	241
2022 Q3	$1.8M	Buy	81,471 +10,347	+15%	+$251K	0.09%	248
2022 Q2	$1.7M	Sell	71,124 -9,414	-12%	-$239K	0.09%	264
2022 Q1	$2.12M	Buy	80,538 +21,951	+37%	+$575K	0.09%	261
2021 Q4	$1.58M	Buy	58,587 +19,764	+51%	+$513K	0.07%	314
2021 Q3	$961K	Buy	38,823 +990	+3%	+$25.2K	0.05%	383
2021 Q2	$955K	Buy	37,833 +2,502	+7%	+$63.2K	0.05%	387
2021 Q1	$859K	Buy	+35,331	New	+$804K	0.05%	369
2020 Q4	–	Sell	-672	Closed	-$12K	–	1396
2020 Q3	$12K	Buy	+672	New	+$12.4K	﹤0.01%	1067

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 Financial Services's SCHD Position: Q2 2026 in Review

Prospera Financial Services increased its Schwab US Dividend Equity ETF (SCHD) stake by 29% in Q2 2026, buying an estimated $1.79M and bringing the position to 253,820 shares worth $8.05M. The position accounts for 0.12% of the portfolio, ranked #187.

Prospera Financial Services first reported a position in SCHD in Q3 2020 and has held it in 23 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Prospera Financial Services held 253,820 shares of Schwab US Dividend Equity ETF worth $8.05M as of Q2 2026.
Prospera Financial Services bought 56,380 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.79M.
Schwab US Dividend Equity ETF made up 0.12% of Prospera Financial Services's portfolio in Q2 2026, its #187 holding.
Prospera Financial Services first reported a position in Schwab US Dividend Equity ETF in Q3 2020 and has held it in 23 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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