PFS
SCHV

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
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

Other funds holding SCHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Prospera Financial Services opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 6,690 shares worth $233K. The stake represents ﹤0.01% of the portfolio and ranks #1343 among its holdings. This is a return to the name: Prospera Financial Services previously reported a position in SCHV as recently as Q1 2022.

Prospera Financial Services first reported a position in SCHV in Q1 2022 and has held it in 2 quarters since. 217 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Prospera Financial Services held 6,690 shares of Schwab US Large-Cap Value ETF worth $233K as of Q2 2026.
  • Schwab US Large-Cap Value ETF was a new Prospera Financial Services position in Q2 2026.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1343 holding.
  • Prospera Financial Services first reported a position in Schwab US Large-Cap Value ETF in Q1 2022 and has held it in 2 quarters since.
  • 217 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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