PCA
SCHV

Prosperity Capital Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Prosperity Capital Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,808
Closed -$315K – 438
2025
Q3 		$315K Buy
10,808
+291
+3% +$8.27K 0.02% 344
2025
Q2 		$291K Hold
10,517
– – 0.02% 330
2025
Q1 		$279K Hold
10,517
– – 0.02% 306
2024
Q4 		$274K Sell
10,517
-1
-0% -$27 0.02% 293
2024
Q3 		$282K Sell
10,518
-192
-2% -$4.93K 0.02% 284
2024
Q2 		$264K Sell
10,710
-8,232
-43% -$203K 0.03% 258
2024
Q1 		$480K Buy
18,942
+7,896
+71% +$189K 0.06% 212
2023
Q4 		$258K Buy
+11,046
New +$242K 0.03% 223

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

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

Prosperity Capital Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2025, closing a stake of 10,808 shares — an estimated $315K sold.

Prosperity Capital Advisors first reported a position in SCHV in Q4 2023 and held it in 8 quarters. The position peaked at $480K in Q1 2024. 929 funds tracked by Wall St. Rank hold SCHV as of Q4 2025.

  • Prosperity Capital Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Prosperity Capital Advisors sold 10,808 Schwab US Large-Cap Value ETF shares in Q4 2025, an estimated $315K.
  • Prosperity Capital Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and held it in 8 quarters.
  • Prosperity Capital Advisors's Schwab US Large-Cap Value ETF position peaked at $480K in Q1 2024.
  • 929 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2025.

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