Prosperitas Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Prosperitas Financial’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11M	Sell	359,406 -28,697	-7%	-$871K	4.11%	6
2025 Q4	$10.6M	Buy	388,103 +22,553	+6%	+$613K	4.14%	8
2025 Q3	$9.98M	Buy	365,550 +11,312	+3%	+$309K	4.14%	10
2025 Q2	$9.39M	Buy	354,238 +9,193	+3%	+$240K	4.41%	10
2025 Q1	$9.65M	Buy	345,045 +51,177	+17%	+$1.43M	4.99%	5
2024 Q4	$8.03M	Buy	293,868 +10,170	+4%	+$289K	4.06%	9
2024 Q3	$7.99M	Buy	283,698 +46,758	+20%	+$1.27M	4.3%	7
2024 Q2	$6.14M	Buy	236,940 +1,260	+0.5%	+$32.8K	3.74%	10
2024 Q1	$6.33M	Buy	235,680 +12,348	+6%	+$319K	4.06%	9
2023 Q4	$5.67M	Buy	223,332 +1,725	+0.8%	+$41.1K	4.17%	8
2023 Q3	$5.23M	Buy	+221,607	New	+$5.44M	4.06%	9

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Prosperitas Financial's SCHD Position: Q1 2026 in Review

Prosperitas Financial reduced its Schwab US Dividend Equity ETF (SCHD) stake by 7.4% in Q1 2026, selling an estimated $871K and leaving 359,406 shares worth $11M. The position accounts for 4.11% of the portfolio, ranked #6.

Prosperitas Financial first reported a position in SCHD in Q3 2023 and has held it in 11 quarters since. 2,051 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Prosperitas Financial held 359,406 shares of Schwab US Dividend Equity ETF worth $11M as of Q1 2026.
Prosperitas Financial sold 28,697 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $871K.
Schwab US Dividend Equity ETF made up 4.11% of Prosperitas Financial's portfolio in Q1 2026, its #6 holding.
Prosperitas Financial first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 11 quarters since.
2,051 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Prosperitas Financial's 13F filing for Q1 2026, filed 15 May 2026.