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Prosperity Capital Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Prosperity Capital Advisors’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 		$374K Buy
11,063
+137
+1% +$4.54K 0.02% 313
2026
Q1 		$318K Sell
10,926
-19,160
-64% -$596K 0.02% 324
2025
Q4 		$981K Buy
30,086
+18,378
+157% +$598K 0.06% 173
2025
Q3 		$374K Sell
11,708
-10,952
-48% -$334K 0.02% 315
2025
Q2 		$662K Buy
22,660
+13,164
+139% +$348K 0.04% 220
2025
Q1 		$240K Buy
9,496
+197
+2% +$5.39K 0.02% 327
2024
Q4 		$259K Sell
9,299
-4,017
-30% -$110K 0.02% 306
2024
Q3 		$347K Buy
13,316
+3,440
+35% +$86.6K 0.03% 255
2024
Q2 		$249K Sell
9,876
-9,564
-49% -$226K 0.03% 269
2024
Q1 		$451K Buy
19,440
+6,576
+51% +$145K 0.05% 219
2023
Q4 		$267K Buy
+12,864
New +$249K 0.03% 213

Other funds holding SCHG

TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Prosperity Capital Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.3% in Q2 2026, buying an estimated $4.54K and bringing the position to 11,063 shares worth $374K. The position accounts for 0.02% of the portfolio, ranked #313.

Prosperity Capital Advisors first reported a position in SCHG in Q4 2023 and has held it in 11 quarters since. The position peaked at $981K in Q4 2025. 446 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Prosperity Capital Advisors held 11,063 shares of Schwab US Large-Cap Growth ETF worth $374K as of Q2 2026.
  • Prosperity Capital Advisors bought 137 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $4.54K.
  • Schwab US Large-Cap Growth ETF made up 0.02% of Prosperity Capital Advisors's portfolio in Q2 2026, its #313 holding.
  • Prosperity Capital Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Prosperity Capital Advisors's Schwab US Large-Cap Growth ETF position peaked at $981K in Q4 2025.
  • 446 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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