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Prosperity Consulting Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Prosperity Consulting Group’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.6M Sell
617,652
-32,660
-5% -$1.04M 0.74% 28
2026
Q1 		$20M Sell
650,312
-60,561
-9% -$1.84M 0.89% 21
2025
Q4 		$19.5M Sell
710,873
-114,748
-14% -$3.12M 0.88% 22
2025
Q3 		$22.5M Sell
825,621
-348,033
-30% -$9.49M 1.11% 19
2025
Q2 		$31.1M Sell
1,173,654
-13,858
-1% -$362K 2.27% 7
2025
Q1 		$33.2M Buy
1,187,512
+107,249
+10% +$2.99M 2.57% 5
2024
Q4 		$29.5M Buy
1,080,263
+49,214
+5% +$1.4M 2.22% 6
2024
Q3 		$29.1M Buy
1,031,049
+440,724
+75% +$12M 2.27% 5
2024
Q2 		$15.3M Sell
590,325
-19,479
-3% -$507K 2.07% 7
2024
Q1 		$16.4M Buy
609,804
+345,003
+130% +$8.91M 2.05% 7
2023
Q4 		$6.72M Buy
264,801
+116,331
+78% +$2.77M 2.25% 7
2023
Q3 		$3.5M Buy
148,470
+225
+0.2% +$5.52K 1.61% 16
2023
Q2 		$3.59M Buy
148,245
+822
+0.6% +$19.6K 2.2% 15
2023
Q1 		$3.6M Buy
147,423
+18,465
+14% +$462K 2.27% 13
2022
Q4 		$3.25M Buy
128,958
+28,428
+28% +$702K 2.16% 11
2022
Q3 		$2.23M Buy
100,530
+16,191
+19% +$393K 1.83% 11
2022
Q2 		$2.01M Buy
84,339
+27,399
+48% +$697K 1.75% 14
2022
Q1 		$1.5M Buy
56,940
+4,635
+9% +$121K 1.11% 25
2021
Q4 		$1.39M Buy
+52,305
New +$1.36M 1.04% 25

Other funds holding SCHD

SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Prosperity Consulting Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 5% in Q2 2026, selling an estimated $1.04M and leaving 617,652 shares worth $19.6M. The position accounts for 0.74% of the portfolio, ranked #28.

Prosperity Consulting Group first reported a position in SCHD in Q4 2021 and has held it in 19 quarters since. The position peaked at $33.2M in Q1 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Prosperity Consulting Group held 617,652 shares of Schwab US Dividend Equity ETF worth $19.6M as of Q2 2026.
  • Prosperity Consulting Group sold 32,660 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.04M.
  • Schwab US Dividend Equity ETF made up 0.74% of Prosperity Consulting Group's portfolio in Q2 2026, its #28 holding.
  • Prosperity Consulting Group first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • Prosperity Consulting Group's Schwab US Dividend Equity ETF position peaked at $33.2M in Q1 2025.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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