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Prospera Financial Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Prospera Financial Services’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$973K Sell
26,368
-343
-1% -$11.8K 0.01% 781
2026
Q1 		$827K Buy
26,711
+170
+0.6% +$5.41K 0.01% 797
2025
Q4 		$798K Sell
26,541
-9,865
-27% -$294K 0.01% 766
2025
Q3 		$1.08M Buy
36,406
+9,355
+35% +$272K 0.02% 654
2025
Q2 		$759K Buy
27,051
+8,600
+47% +$227K 0.01% 754
2025
Q1 		$484K Sell
18,451
-54
-0.3% -$1.5K 0.01% 793
2024
Q4 		$513K Buy
18,505
+6,577
+55% +$187K 0.01% 739
2024
Q3 		$331K Sell
11,928
-1,386
-10% -$36.9K 0.01% 881
2024
Q2 		$346K Sell
13,314
-441
-3% -$11.5K 0.01% 859
2024
Q1 		$375K Buy
13,755
+135
+1% +$3.44K 0.01% 811
2023
Q4 		$342K Sell
13,620
-189
-1% -$4.33K 0.01% 791
2023
Q3 		$313K Sell
13,809
-975
-7% -$23.1K 0.01% 788
2023
Q2 		$351K Sell
14,784
-135
-0.9% -$3.04K 0.01% 729
2023
Q1 		$338K Sell
14,919
-492
-3% -$11.3K 0.01% 748
2022
Q4 		$337K Sell
15,411
-1,569
-9% -$34.4K 0.02% 659
2022
Q3 		$344K Sell
16,980
-912
-5% -$20.3K 0.02% 614
2022
Q2 		$376K Sell
17,892
-8,808
-33% -$203K 0.02% 580
2022
Q1 		$677K Sell
26,700
-327
-1% -$8.2K 0.03% 513
2021
Q4 		$726K Buy
27,027
+204
+0.8% +$5.44K 0.03% 477
2021
Q3 		$687K Buy
26,823
+93
+0.3% +$2.43K 0.03% 444
2021
Q2 		$698K Buy
26,730
+1,998
+8% +$51.6K 0.04% 445
2021
Q1 		$615K Sell
24,732
-5,658
-19% -$137K 0.04% 442
2020
Q4 		$692K Buy
30,390
+26,565
+695% +$554K 0.05% 360
2020
Q3 		$71K Sell
3,825
-31,020
-89% -$575K 0.03% 509
2020
Q2 		$611K Sell
34,845
-2,976
-8% -$48.5K 0.05% 316
2020
Q1 		$532K Buy
37,821
+5,481
+17% +$100K 0.06% 292
2019
Q4 		$648K Buy
32,340
+5,208
+19% +$101K 0.05% 327
2019
Q3 		$511K Buy
+27,132
New +$513K 0.05% 307

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Prospera Financial Services reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.3% in Q2 2026, selling an estimated $11.8K and leaving 26,368 shares worth $973K. The position accounts for 0.01% of the portfolio, ranked #781.

Prospera Financial Services first reported a position in SCHM in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.08M in Q3 2025. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Prospera Financial Services held 26,368 shares of Schwab US Mid-Cap ETF worth $973K as of Q2 2026.
  • Prospera Financial Services sold 343 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $11.8K.
  • Schwab US Mid-Cap ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #781 holding.
  • Prospera Financial Services first reported a position in Schwab US Mid-Cap ETF in Q3 2019 and has held it in 28 quarters since.
  • Prospera Financial Services's Schwab US Mid-Cap ETF position peaked at $1.08M in Q3 2025.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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