Prosperity Capital Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Prosperity Capital Advisors’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 Q2	$1.36M	Buy	42,744 +11,897	+39%	+$377K	0.07%	164
2026 Q1	$946K	Buy	30,847 +2,927	+10%	+$88.8K	0.05%	198
2025 Q4	$766K	Buy	+27,920	New	+$759K	0.05%	196
2025 Q2	–	Sell	-15,828	Closed	-$441K	–	396
2025 Q1	$441K	Buy	15,828 +2,740	+21%	+$76.4K	0.03%	248
2024 Q4	$358K	Sell	13,088 -7,441	-36%	-$212K	0.03%	258
2024 Q3	$578K	Sell	20,529 -741	-3%	-$20.2K	0.05%	205
2024 Q2	$551K	Sell	21,270 -14,805	-41%	-$385K	0.06%	188
2024 Q1	$970K	Buy	+36,075	New	+$932K	0.11%	139

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Prosperity Capital Advisors's SCHD Position: Q2 2026 in Review

Prosperity Capital Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 39% in Q2 2026, buying an estimated $377K and bringing the position to 42,744 shares worth $1.36M. The position accounts for 0.07% of the portfolio, ranked #164.

Prosperity Capital Advisors first reported a position in SCHD in Q1 2024 and has held it in 8 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Prosperity Capital Advisors held 42,744 shares of Schwab US Dividend Equity ETF worth $1.36M as of Q2 2026.
Prosperity Capital Advisors bought 11,897 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $377K.
Schwab US Dividend Equity ETF made up 0.07% of Prosperity Capital Advisors's portfolio in Q2 2026, its #164 holding.
Prosperity Capital Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 8 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.