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Prosperitas Financial’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Prosperitas Financial’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.8M Buy
440,302
+7,219
+2% +$224K 4.78% 1
2025
Q4 		$14.1M Sell
433,083
-3,715
-0.9% -$121K 5.49% 1
2025
Q3 		$13.9M Buy
436,798
+780
+0.2% +$23.8K 5.78% 1
2025
Q2 		$12.7M Buy
436,018
+112,357
+35% +$2.97M 5.98% 1
2025
Q1 		$8.1M Sell
323,661
-47,073
-13% -$1.29M 4.19% 8
2024
Q4 		$10.3M Sell
370,734
-274
-0.1% -$7.49K 5.23% 5
2024
Q3 		$9.66M Buy
371,008
+8,660
+2% +$218K 5.2% 4
2024
Q2 		$9.13M Sell
362,348
-8,496
-2% -$200K 5.57% 2
2024
Q1 		$8.6M Buy
370,844
+10,592
+3% +$234K 5.51% 2
2023
Q4 		$7.47M Sell
360,252
-28,700
-7% -$555K 5.5% 3
2023
Q3 		$7.07M Buy
+388,952
New +$7.32M 5.49% 4

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Prosperitas Financial's SCHG Position: Q1 2026 in Review

Prosperitas Financial increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.7% in Q1 2026, buying an estimated $224K and bringing the position to 440,302 shares worth $12.8M. The position accounts for 4.78% of the portfolio, ranked #1.

Prosperitas Financial first reported a position in SCHG in Q3 2023 and has held it in 11 quarters since. The position peaked at $14.1M in Q4 2025. 1,622 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Prosperitas Financial held 440,302 shares of Schwab US Large-Cap Growth ETF worth $12.8M as of Q1 2026.
  • Prosperitas Financial bought 7,219 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $224K.
  • Schwab US Large-Cap Growth ETF made up 4.78% of Prosperitas Financial's portfolio in Q1 2026, its #1 holding.
  • Prosperitas Financial first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and has held it in 11 quarters since.
  • Prosperitas Financial's Schwab US Large-Cap Growth ETF position peaked at $14.1M in Q4 2025.
  • 1,622 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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