Prosperity Consulting Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$797K	Buy	23,557 +266	+1%	+$8.81K	0.03%	303
2026 Q1	$678K	Buy	23,291 +20	+0.1%	+$622	0.03%	310
2025 Q4	$759K	Buy	23,271 +15	+0.1%	+$488	0.03%	288
2025 Q3	$742K	Buy	23,256 +8,176	+54%	+$249K	0.04%	288
2025 Q2	$440K	Buy	15,080 +14	+0.1%	+$370	0.03%	321
2025 Q1	$377K	Buy	15,066 +17	+0.1%	+$466	0.03%	335
2024 Q4	$419K	Buy	15,049 +13	+0.1%	+$356	0.03%	334
2024 Q3	$392K	Buy	15,036 +32	+0.2%	+$805	0.03%	340
2024 Q2	$378K	Hold	15,004	–	–	0.05%	226
2024 Q1	$348K	Buy	+15,004	New	+$332K	0.04%	258

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Prosperity Consulting Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.1% in Q2 2026, buying an estimated $8.81K and bringing the position to 23,557 shares worth $797K. The position accounts for 0.03% of the portfolio, ranked #303.

Prosperity Consulting Group first reported a position in SCHG in Q1 2024 and has held it in 10 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Prosperity Consulting Group held 23,557 shares of Schwab US Large-Cap Growth ETF worth $797K as of Q2 2026.
Prosperity Consulting Group bought 266 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $8.81K.
Schwab US Large-Cap Growth ETF made up 0.03% of Prosperity Consulting Group's portfolio in Q2 2026, its #303 holding.
Prosperity Consulting Group first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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