PFS
SCHX icon

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

Prospera Financial Services’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$426K Sell
14,459
-23
-0.2% -$657 0.01% 1105
2026
Q1 		$371K Buy
14,482
+1,966
+16% +$52.7K 0.01% 1120
2025
Q4 		$337K Buy
12,516
+2,271
+22% +$60.6K 0.01% 1099
2025
Q3 		$270K Buy
10,245
+1,718
+20% +$43.6K ﹤0.01% 1182
2025
Q2 		$208K Buy
+8,527
New +$193K ﹤0.01% 1243
2025
Q1 		– Sell
-11,334
Closed -$263K – 1225
2024
Q4 		$263K Hold
11,334
– – 0.01% 982
2024
Q3 		$256K Buy
+11,334
New +$247K 0.01% 977
2022
Q3 		– Sell
-108
Closed -$2K – 1456
2022
Q2 		$2K Sell
108
-411
-79% -$6.66K ﹤0.01% 1567
2022
Q1 		$9K Buy
+519
New +$9.19K ﹤0.01% 2090
2020
Q4 		– Sell
-10,086
Closed -$136K – 1400
2020
Q3 		$136K Buy
+10,086
New +$134K 0.05% 328

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Prospera Financial Services reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.16% in Q2 2026, selling an estimated $657 and leaving 14,459 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #1105.

Prospera Financial Services first reported a position in SCHX in Q3 2020 and has held it in 10 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Prospera Financial Services held 14,459 shares of Schwab US Large- Cap ETF worth $426K as of Q2 2026.
  • Prospera Financial Services sold 23 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $657.
  • Schwab US Large- Cap ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1105 holding.
  • Prospera Financial Services first reported a position in Schwab US Large- Cap ETF in Q3 2020 and has held it in 10 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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