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

Prosperity Capital Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-12,684	Closed	-$334K	–	439
2025 Q3	$334K	Buy	+12,684	New	+$322K	0.02%	333
2023 Q2	–	Sell	-23,907	Closed	-$385K	–	233
2023 Q1	$385K	Buy	23,907 +549	+2%	+$8.64K	0.06%	139
2022 Q4	$352K	Buy	+23,358	New	+$354K	0.11%	129

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Prosperity Capital Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2025, closing a stake of 12,684 shares — an estimated $334K sold.

Prosperity Capital Advisors first reported a position in SCHX in Q4 2022 and held it in 3 quarters. The position peaked at $385K in Q1 2023. 1,557 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

Prosperity Capital Advisors reported no remaining Schwab US Large- Cap ETF position as of Q4 2025 after selling out during the quarter.
Prosperity Capital Advisors sold 12,684 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $334K.
Prosperity Capital Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2022 and held it in 3 quarters.
Prosperity Capital Advisors's Schwab US Large- Cap ETF position peaked at $385K in Q1 2023.
1,557 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

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