PWM
SCHX icon

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

Prosperity Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$26.1M Buy
970,709
+59,079
+6% +$1.58M 8.7% 1
2025
Q3 		$24M Buy
911,630
+39,031
+4% +$991K 8.15% 1
2025
Q2 		$21.3M Buy
872,599
+64,771
+8% +$1.46M 7.9% 1
2025
Q1 		$17.8M Buy
807,828
+56,260
+7% +$1.31M 8.38% 1
2024
Q4 		$17.4M Buy
751,568
+98,399
+15% +$2.29M 7.17% 3
2024
Q3 		$14.8M Buy
653,169
+23,076
+4% +$503K 5.91% 4
2024
Q2 		$13.5M Sell
630,093
-139,914
-18% -$2.89M 6.63% 3
2024
Q1 		$15.9M Buy
770,007
+57,333
+8% +$1.13M 7.55% 3
2023
Q4 		$13.4M Sell
712,674
-41,532
-6% -$729K 8.71% 2
2023
Q3 		$12.7M Buy
754,206
+28,431
+4% +$499K 8.19% 2
2023
Q2 		$12.7M Buy
725,775
+295,704
+69% +$4.88M 8.2% 2
2023
Q1 		$6.93M Buy
430,071
+162,177
+61% +$2.55M 5.49% 2
2022
Q4 		$4.03M Buy
+267,894
New +$4.06M 3.8% 5

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Prosperity Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 6.5% in Q4 2025, buying an estimated $1.58M and bringing the position to 970,709 shares worth $26.1M. The position accounts for 8.7% of the portfolio, ranked #1.

Prosperity Wealth Management first reported a position in SCHX in Q4 2022 and has held it in 13 quarters since. 1,550 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

  • Prosperity Wealth Management held 970,709 shares of Schwab US Large- Cap ETF worth $26.1M as of Q4 2025.
  • Prosperity Wealth Management bought 59,079 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $1.58M.
  • Schwab US Large- Cap ETF made up 8.7% of Prosperity Wealth Management's portfolio in Q4 2025, its #1 holding.
  • Prosperity Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 13 quarters since.
  • 1,550 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

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