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Prosperity Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Prosperity Wealth Management’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
2025
Q4 		$24.5M Buy
749,659
+26,558
+4% +$864K 8.14% 2
2025
Q3 		$23.1M Buy
723,101
+28,523
+4% +$869K 7.83% 2
2025
Q2 		$20.3M Buy
694,578
+75,566
+12% +$2M 7.52% 2
2025
Q1 		$15.5M Buy
619,012
+93,007
+18% +$2.55M 7.29% 2
2024
Q4 		$14.7M Buy
526,005
+79,673
+18% +$2.18M 6.03% 4
2024
Q3 		$11.6M Buy
446,332
+28,456
+7% +$716K 4.65% 6
2024
Q2 		$10.5M Buy
417,876
+11,876
+3% +$280K 5.17% 4
2024
Q1 		$9.41M Buy
406,000
+1,788
+0.4% +$39.5K 4.46% 5
2023
Q4 		$8.38M Sell
404,212
-11,164
-3% -$216K 5.45% 3
2023
Q3 		$7.55M Sell
415,376
-50,048
-11% -$942K 4.86% 4
2023
Q2 		$8.72M Buy
465,424
+164,012
+54% +$2.81M 5.64% 4
2023
Q1 		$4.91M Buy
301,412
+162,616
+117% +$2.47M 3.89% 5
2022
Q4 		$1.93M Buy
+138,796
New +$2M 1.82% 13

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

Prosperity Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.7% in Q4 2025, buying an estimated $864K and bringing the position to 749,659 shares worth $24.5M. The position accounts for 8.14% of the portfolio, ranked #2.

Prosperity Wealth Management first reported a position in SCHG in Q4 2022 and has held it in 13 quarters since. 1,629 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

  • Prosperity Wealth Management held 749,659 shares of Schwab US Large-Cap Growth ETF worth $24.5M as of Q4 2025.
  • Prosperity Wealth Management bought 26,558 Schwab US Large-Cap Growth ETF shares in Q4 2025, an estimated $864K.
  • Schwab US Large-Cap Growth ETF made up 8.14% of Prosperity Wealth Management's portfolio in Q4 2025, its #2 holding.
  • Prosperity Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 13 quarters since.
  • 1,629 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

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