PWM
SCHV

Prosperity Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Prosperity Wealth Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$213K Buy
+7,201
New +$210K 0.07% 234
2023
Q4 		– Sell
-15,120
Closed -$325K – 183
2023
Q3 		$325K Sell
15,120
-507
-3% -$11.4K 0.21% 88
2023
Q2 		$349K Sell
15,627
-19,311
-55% -$422K 0.23% 71
2023
Q1 		$764K Sell
34,938
-4,608
-12% -$102K 0.6% 35
2022
Q4 		$870K Buy
+39,546
New +$856K 0.82% 33

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

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

Prosperity Wealth Management opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q4 2025: 7,201 shares worth $213K. The stake represents 0.07% of the portfolio and ranks #234 among its holdings. This is a return to the name: Prosperity Wealth Management previously reported a position in SCHV as recently as Q3 2023.

Prosperity Wealth Management first reported a position in SCHV in Q4 2022 and has held it in 5 quarters since. The position peaked at $870K in Q4 2022. 929 funds tracked by Wall St. Rank hold SCHV as of Q4 2025.

  • Prosperity Wealth Management held 7,201 shares of Schwab US Large-Cap Value ETF worth $213K as of Q4 2025.
  • Schwab US Large-Cap Value ETF was a new Prosperity Wealth Management position in Q4 2025.
  • Schwab US Large-Cap Value ETF made up 0.07% of Prosperity Wealth Management's portfolio in Q4 2025, its #234 holding.
  • Prosperity Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 5 quarters since.
  • Prosperity Wealth Management's Schwab US Large-Cap Value ETF position peaked at $870K in Q4 2022.
  • 929 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2025.

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