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 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 $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Prosperity Consulting Group's SCHA Position: Q1 2026 in Review

Prosperity Consulting Group reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 4.2% in Q1 2026, selling an estimated $47.2K and leaving 36,212 shares worth $1.05M. The position accounts for 0.05% of the portfolio, ranked #238.

Prosperity Consulting Group first reported a position in SCHA in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.86M in Q3 2023. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Prosperity Consulting Group held 36,212 shares of Schwab U.S Small- Cap ETF worth $1.05M as of Q1 2026.
Prosperity Consulting Group sold 1,575 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $47.2K.
Schwab U.S Small- Cap ETF made up 0.05% of Prosperity Consulting Group's portfolio in Q1 2026, its #238 holding.
Prosperity Consulting Group first reported a position in Schwab U.S Small- Cap ETF in Q3 2023 and has held it in 11 quarters since.
Prosperity Consulting Group's Schwab U.S Small- Cap ETF position peaked at $5.86M in Q3 2023.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.