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Prosperity Capital Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Prosperity Capital Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7,164
Closed -$212K – 437
2025
Q3 		$212K Buy
+7,164
New +$209K 0.01% 396

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MGIA
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AA
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HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Prosperity Capital Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2025, closing a stake of 7,164 shares — an estimated $212K sold.

Prosperity Capital Advisors first reported a position in SCHM in Q3 2025 and held it in 1 quarter. The position peaked at $212K in Q3 2025. 1,001 funds tracked by Wall St. Rank hold SCHM as of Q4 2025.

  • Prosperity Capital Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Prosperity Capital Advisors sold 7,164 Schwab US Mid-Cap ETF shares in Q4 2025, an estimated $212K.
  • Prosperity Capital Advisors first reported a position in Schwab US Mid-Cap ETF in Q3 2025 and held it in 1 quarter.
  • Prosperity Capital Advisors's Schwab US Mid-Cap ETF position peaked at $212K in Q3 2025.
  • 1,001 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2025.

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