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Prosperity Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Prosperity Wealth Management’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
2024
Q3 		– Sell
-30,170
Closed -$716K – 221
2024
Q2 		$716K Sell
30,170
-17,746
-37% -$421K 0.35% 55
2024
Q1 		$1.18M Sell
47,916
-31,440
-40% -$737K 0.56% 32
2023
Q4 		$1.87M Buy
+79,356
New +$1.67M 1.22% 16
2023
Q2 		– Sell
-27,696
Closed -$581K – 189
2023
Q1 		$581K Buy
+27,696
New +$595K 0.46% 42

Other funds holding SCHA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Prosperity Wealth Management's SCHA Position: Q3 2024 in Review

Prosperity Wealth Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2024, closing a stake of 30,170 shares — an estimated $716K sold.

Prosperity Wealth Management first reported a position in SCHA in Q1 2023 and held it in 4 quarters. The position peaked at $1.87M in Q4 2023. 1,068 funds tracked by Wall St. Rank hold SCHA as of Q3 2024.

  • Prosperity Wealth Management reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Prosperity Wealth Management sold 30,170 Schwab U.S Small- Cap ETF shares in Q3 2024, an estimated $716K.
  • Prosperity Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2023 and held it in 4 quarters.
  • Prosperity Wealth Management's Schwab U.S Small- Cap ETF position peaked at $1.87M in Q4 2023.
  • 1,068 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2024.

Based on Prosperity Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.