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Prosperity Capital Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Prosperity Capital Advisors’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
2025
Q4 		– Sell
-25,610
Closed -$658K – 436
2025
Q3 		$658K Buy
25,610
+1,347
+6% +$33.3K 0.04% 239
2025
Q2 		$578K Sell
24,263
-1,563
-6% -$34.4K 0.04% 240
2025
Q1 		$558K Hold
25,826
– – 0.04% 223
2024
Q4 		$586K Sell
25,826
-1
-0% -$23 0.05% 209
2024
Q3 		$573K Sell
25,827
-4,782
-16% -$102K 0.05% 207
2024
Q2 		$641K Sell
30,609
-1,368
-4% -$27.7K 0.07% 166
2024
Q1 		$651K Buy
+31,977
New +$619K 0.08% 185

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Prosperity Capital Advisors's SCHB Position: Q4 2025 in Review

Prosperity Capital Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q4 2025, closing a stake of 25,610 shares — an estimated $658K sold.

Prosperity Capital Advisors first reported a position in SCHB in Q1 2024 and held it in 7 quarters. The position peaked at $658K in Q3 2025. 1,317 funds tracked by Wall St. Rank hold SCHB as of Q4 2025.

  • Prosperity Capital Advisors reported no remaining Schwab US Broad Market ETF position as of Q4 2025 after selling out during the quarter.
  • Prosperity Capital Advisors sold 25,610 Schwab US Broad Market ETF shares in Q4 2025, an estimated $658K.
  • Prosperity Capital Advisors first reported a position in Schwab US Broad Market ETF in Q1 2024 and held it in 7 quarters.
  • Prosperity Capital Advisors's Schwab US Broad Market ETF position peaked at $658K in Q3 2025.
  • 1,317 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2025.

Based on Prosperity Capital Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.