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

Prosperity Consulting Group’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
2026
Q1 		$546K Sell
21,293
-1
-0% -$27 0.02% 347
2025
Q4 		$573K Buy
21,294
+7,971
+60% +$213K 0.03% 340
2025
Q3 		$351K Buy
+13,323
New +$338K 0.02% 392

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Prosperity Consulting Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 0% in Q1 2026, selling an estimated $27 and leaving 21,293 shares worth $546K. The position accounts for 0.02% of the portfolio, ranked #347.

Prosperity Consulting Group first reported a position in SCHX in Q3 2025 and has held it in 3 quarters since. The position peaked at $573K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Prosperity Consulting Group held 21,293 shares of Schwab US Large- Cap ETF worth $546K as of Q1 2026.
  • Prosperity Consulting Group sold 1 Schwab US Large- Cap ETF share in Q1 2026, an estimated $27.
  • Schwab US Large- Cap ETF made up 0.02% of Prosperity Consulting Group's portfolio in Q1 2026, its #347 holding.
  • Prosperity Consulting Group first reported a position in Schwab US Large- Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • Prosperity Consulting Group's Schwab US Large- Cap ETF position peaked at $573K in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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