PWM
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Prosperity Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Prosperity Wealth Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$278K Buy
10,591
+450
+4% +$11.7K 0.09% 199
2025
Q3 		$261K Buy
+10,141
New +$251K 0.09% 203

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R
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SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Prosperity Wealth Management's SCHB Position: Q4 2025 in Review

Prosperity Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 4.4% in Q4 2025, buying an estimated $11.7K and bringing the position to 10,591 shares worth $278K. The position accounts for 0.09% of the portfolio, ranked #199.

Prosperity Wealth Management first reported a position in SCHB in Q3 2025 and has held it in 2 quarters since. 1,316 funds tracked by Wall St. Rank hold SCHB as of Q4 2025.

  • Prosperity Wealth Management held 10,591 shares of Schwab US Broad Market ETF worth $278K as of Q4 2025.
  • Prosperity Wealth Management bought 450 Schwab US Broad Market ETF shares in Q4 2025, an estimated $11.7K.
  • Schwab US Broad Market ETF made up 0.09% of Prosperity Wealth Management's portfolio in Q4 2025, its #199 holding.
  • Prosperity Wealth Management first reported a position in Schwab US Broad Market ETF in Q3 2025 and has held it in 2 quarters since.
  • 1,316 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.