Prosperitas Financial LLC: SCHD position timeline

Prosperitas Financial LLC held 364,240 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 364,240 shares

   Change vs previous 13F +4,834 shares

   3.7% of the 13F portfolio, value $11,550,038.

   13F-HR 0001172661-26-003849 filed by Prosperitas Financial LLC
   Filed 2026-08-19 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 359,406 shares

   Change vs previous 13F -28,697 shares

   4.11% of the 13F portfolio, value $11,026,588.

   13F-HR 0001172661-26-002348 filed by Prosperitas Financial LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 388,103 shares

   Change vs previous 13F +22,553 shares

   4.15% of the 13F portfolio, value $10,645,661.

   13F-HR 0001172661-26-000469 filed by Prosperitas Financial LLC
   Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 365,550 shares

   Change vs previous 13F +11,312 shares

   4.14% of the 13F portfolio, value $9,979,507.

   13F-HR 0001172661-25-004436 filed by Prosperitas Financial LLC
   Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 354,238 shares

   Change vs previous 13F +9,193 shares

   4.41% of the 13F portfolio, value $9,387,299.

   13F-HR 0001172661-25-003062 filed by Prosperitas Financial LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 345,045 shares

   Change vs previous 13F +51,177 shares

   4.99% of the 13F portfolio, value $9,647,472.

   13F-HR 0001172661-25-001821 filed by Prosperitas Financial LLC
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 293,868 shares

   Change vs previous 13F +199,302 shares

   4.06% of the 13F portfolio, value $8,028,477.

   13F-HR 0001172661-25-000506 filed by Prosperitas Financial LLC
   Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 94,566 shares

   Change vs previous 13F not available

   4.3% of the 13F portfolio, value $7,993,672.

   13F-HR 0001172661-24-004393 filed by Prosperitas Financial LLC
   Filed 2024-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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