Prospera Financial Services
SCHV icon

Prospera Financial Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Prospera Financial Services’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$205K Sell
5,926
-764
-11% -$26.3K ﹤0.01% 1426
2026
Q2 		$233K Buy
+6,690
New +$220K ﹤0.01% 1343
2022
Q2 		– Sell
-468
Closed -$11K – 2430
2022
Q1 		$11K Buy
+468
New +$11.1K ﹤0.01% 2005

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Prospera Financial Services's SCHV Position: Q3 2026 in Review

Prospera Financial Services reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 11% in Q3 2026, selling an estimated $26.3K and leaving 5,926 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1426.

Prospera Financial Services first reported a position in SCHV in Q1 2022 and has held it in 3 quarters since. The position peaked at $233K in Q2 2026. 633 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • Prospera Financial Services held 5,926 shares of Schwab US Large-Cap Value ETF worth $205K as of Q3 2026.
  • Prospera Financial Services sold 764 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $26.3K.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Prospera Financial Services's portfolio in Q3 2026, its #1426 holding.
  • Prospera Financial Services first reported a position in Schwab US Large-Cap Value ETF in Q1 2022 and has held it in 3 quarters since.
  • Prospera Financial Services's Schwab US Large-Cap Value ETF position peaked at $233K in Q2 2026.
  • 633 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.