Prosperity Consulting Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Prosperity Consulting Group’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.27M	Sell	35,271 -941	-3%	-$31.1K	0.05%	229
2026 Q1	$1.05M	Sell	36,212 -1,575	-4%	-$47.2K	0.05%	238
2025 Q4	$1.08M	Sell	37,787 -40,932	-52%	-$1.16M	0.05%	242
2025 Q3	$2.2M	Sell	78,719 -58,518	-43%	-$1.56M	0.11%	149
2025 Q2	$3.47M	Sell	137,237 -9,479	-6%	-$224K	0.25%	92
2025 Q1	$3.44M	Sell	146,716 -7,821	-5%	-$199K	0.27%	88
2024 Q4	$4M	Sell	154,537 -2,391	-2%	-$63.6K	0.3%	79
2024 Q3	$4.04M	Sell	156,928 -27,716	-15%	-$688K	0.32%	74
2024 Q2	$4.38M	Sell	184,644 -32,900	-15%	-$780K	0.59%	45
2024 Q1	$5.36M	Sell	217,544 -25,424	-10%	-$596K	0.67%	40
2023 Q4	$5.74M	Sell	242,968 -40,160	-14%	-$846K	1.92%	11
2023 Q3	$5.86M	Buy	+283,128	New	+$6.21M	2.69%	7

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

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

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

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Prosperity Consulting Group's SCHA Position: Q2 2026 in Review

Prosperity Consulting Group reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.6% in Q2 2026, selling an estimated $31.1K and leaving 35,271 shares worth $1.27M. The position accounts for 0.05% of the portfolio, ranked #229.

Prosperity Consulting Group first reported a position in SCHA in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.86M in Q3 2023. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Prosperity Consulting Group held 35,271 shares of Schwab U.S Small- Cap ETF worth $1.27M as of Q2 2026.
Prosperity Consulting Group sold 941 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $31.1K.
Schwab U.S Small- Cap ETF made up 0.05% of Prosperity Consulting Group's portfolio in Q2 2026, its #229 holding.
Prosperity Consulting Group first reported a position in Schwab U.S Small- Cap ETF in Q3 2023 and has held it in 12 quarters since.
Prosperity Consulting Group's Schwab U.S Small- Cap ETF position peaked at $5.86M in Q3 2023.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.