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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
Q2 		$15M Buy
443,562
+3,260
+0.7% +$108K 4.81% 1
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

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Prosperitas Financial's SCHG Position: Q2 2026 in Review

Prosperitas Financial increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.74% in Q2 2026, buying an estimated $108K and bringing the position to 443,562 shares worth $15M. The position accounts for 4.81% of the portfolio, ranked #1.

Prosperitas Financial first reported a position in SCHG in Q3 2023 and has held it in 12 quarters since. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Prosperitas Financial held 443,562 shares of Schwab US Large-Cap Growth ETF worth $15M as of Q2 2026.
  • Prosperitas Financial bought 3,260 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $108K.
  • Schwab US Large-Cap Growth ETF made up 4.81% of Prosperitas Financial's portfolio in Q2 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 12 quarters since.
  • 1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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