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Prosperitas Financial’s Schwab US Broad Market ETF SCHB Stock Holding History

Prosperitas Financial’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.8M Sell
408,888
-9,797
-2% -$274K 3.79% 7
2026
Q1 		$10.5M Buy
418,685
+84,515
+25% +$2.22M 3.92% 7
2025
Q4 		$8.77M Buy
334,170
+9,812
+3% +$255K 3.41% 12
2025
Q3 		$8.34M Sell
324,358
-192,858
-37% -$4.77M 3.46% 13
2025
Q2 		$12.3M Sell
517,216
-86,309
-14% -$1.9M 5.79% 2
2025
Q1 		$13M Buy
603,525
+80,596
+15% +$1.83M 6.72% 2
2024
Q4 		$11.9M Buy
522,929
+119,792
+30% +$2.74M 6% 2
2024
Q3 		$8.94M Buy
403,137
+30,687
+8% +$655K 4.81% 5
2024
Q2 		$7.81M Sell
372,450
-47,229
-11% -$957K 4.76% 4
2024
Q1 		$8.54M Buy
419,679
+48,426
+13% +$937K 5.47% 3
2023
Q4 		$6.89M Sell
371,253
-42,999
-10% -$743K 5.07% 4
2023
Q3 		$6.88M Buy
+414,252
New +$7.17M 5.34% 5

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Prosperitas Financial's SCHB Position: Q2 2026 in Review

Prosperitas Financial reduced its Schwab US Broad Market ETF (SCHB) stake by 2.3% in Q2 2026, selling an estimated $274K and leaving 408,888 shares worth $11.8M. The position accounts for 3.79% of the portfolio, ranked #7.

Prosperitas Financial first reported a position in SCHB in Q3 2023 and has held it in 12 quarters since. The position peaked at $13M in Q1 2025. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Prosperitas Financial held 408,888 shares of Schwab US Broad Market ETF worth $11.8M as of Q2 2026.
  • Prosperitas Financial sold 9,797 Schwab US Broad Market ETF shares in Q2 2026, an estimated $274K.
  • Schwab US Broad Market ETF made up 3.79% of Prosperitas Financial's portfolio in Q2 2026, its #7 holding.
  • Prosperitas Financial first reported a position in Schwab US Broad Market ETF in Q3 2023 and has held it in 12 quarters since.
  • Prosperitas Financial's Schwab US Broad Market ETF position peaked at $13M in Q1 2025.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Prosperitas Financial's 13F filing for Q2 2026, filed 19 Aug 2026.