Prospera Financial Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.73M	Buy	110,289 +16,038	+17%	+$531K	0.05%	357
2026 Q1	$2.75M	Buy	94,251 +12,446	+15%	+$387K	0.04%	420
2025 Q4	$2.67M	Buy	81,805 +49	+0.1%	+$1.59K	0.04%	414
2025 Q3	$2.61M	Sell	81,756 -1,488	-2%	-$45.4K	0.04%	413
2025 Q2	$2.43M	Buy	83,244 +30,859	+59%	+$816K	0.05%	415
2025 Q1	$1.31M	Buy	52,385 +5,709	+12%	+$156K	0.03%	489
2024 Q4	$1.3M	Buy	46,676 +8,860	+23%	+$242K	0.03%	473
2024 Q3	$985K	Buy	37,816 +5,236	+16%	+$132K	0.03%	505
2024 Q2	$822K	Buy	32,580 +13,832	+74%	+$326K	0.02%	558
2024 Q1	$435K	Buy	18,748 +3,368	+22%	+$74.5K	0.01%	751
2023 Q4	$319K	Buy	15,380 +1,136	+8%	+$22K	0.01%	821
2023 Q3	$259K	Buy	+14,244	New	+$268K	0.01%	856
2022 Q2	–	Sell	-1,600	Closed	-$30K	–	2426
2022 Q1	$30K	Buy	+1,600	New	+$29.2K	﹤0.01%	1579
2020 Q4	–	Sell	-440	Closed	-$6K	–	1398
2020 Q3	$6K	Buy	+440	New	+$6.13K	﹤0.01%	1252

Other funds holding SCHG

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Prospera Financial Services increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 17% in Q2 2026, buying an estimated $531K and bringing the position to 110,289 shares worth $3.73M. The position accounts for 0.05% of the portfolio, ranked #357.

Prospera Financial Services first reported a position in SCHG in Q3 2020 and has held it in 14 quarters since. 407 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Prospera Financial Services held 110,289 shares of Schwab US Large-Cap Growth ETF worth $3.73M as of Q2 2026.
Prospera Financial Services bought 16,038 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $531K.
Schwab US Large-Cap Growth ETF made up 0.05% of Prospera Financial Services's portfolio in Q2 2026, its #357 holding.
Prospera Financial Services first reported a position in Schwab US Large-Cap Growth ETF in Q3 2020 and has held it in 14 quarters since.
407 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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