Prosperity Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
RIM
SLI
Prosperity Wealth Management's SCHD Position: Q4 2025 in Review
Prosperity Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 9.9% in Q4 2025, buying an estimated $39.3K and bringing the position to 16,003 shares worth $439K. The position accounts for 0.15% of the portfolio, ranked #154.
Prosperity Wealth Management first reported a position in SCHD in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.01M in Q2 2023. 1,934 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.
- Prosperity Wealth Management held 16,003 shares of Schwab US Dividend Equity ETF worth $439K as of Q4 2025.
- Prosperity Wealth Management bought 1,447 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $39.3K.
- Schwab US Dividend Equity ETF made up 0.15% of Prosperity Wealth Management's portfolio in Q4 2025, its #154 holding.
- Prosperity Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 13 quarters since.
- Prosperity Wealth Management's Schwab US Dividend Equity ETF position peaked at $1.01M in Q2 2023.
- 1,934 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.
Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.