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Disclosery

Prospera Financial Services Inc: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Prospera Financial Services Inc on SCHD, newest first. How the timeline and the estimate are built.

Prospera Financial Services Inc held 253,820 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 253,820 shares
    Change vs previous 13F +56,380 shares

    0.12% of the 13F portfolio, value $8,050,851.

    13F-HR 0001541625-26-000003 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 197,440 shares
    Change vs previous 13F +50,442 shares

    0.1% of the 13F portfolio, value $6,059,316.

    13F-HR 0001541625-26-000002 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 146,998 shares
    Change vs previous 13F -4,056 shares

    0.07% of the 13F portfolio, value $4,033,767.

    13F-HR 0001541625-26-000001 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 151,054 shares
    Change vs previous 13F -6,402 shares

    0.07% of the 13F portfolio, value $4,125,265.

    13F-HR 0001541625-25-000005 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 157,456 shares
    Change vs previous 13F +68,386 shares

    0.08% of the 13F portfolio, value $4,174,144.

    13F-HR 0001085146-25-004598 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 89,070 shares
    Change vs previous 13F -14,152 shares

    0.06% of the 13F portfolio, value $2,490,514.

    13F-HR 0001085146-25-003246 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 103,222 shares
    Change vs previous 13F +71,954 shares

    0.07% of the 13F portfolio, value $2,820,197.

    13F-HR 0001085146-25-001240 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 31,268 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,643,413.

    13F-HR 0001085146-24-005424 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).