C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Schwab Strategic Tr Intl Eqty Transaction History

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

$1.07 Trillion
Q2 2025

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$18.36 - $20.51 $111,959 - $125,069	-6,098 Reduced 12.88%	41,263 $820 Million
Q4 2024 Jan 31, 2025	BUY	$18.41 - $40.87 $871,916 - $1.94 Million	47,361 New	47,361 $876 Million
Q3 2024 Oct 08, 2024	SELL	$36.98 - $41.55 $367,987 - $413,464	-9,951 Reduced 25.66%	28,833 $1.19 Billion
Q2 2024 Aug 02, 2024	SELL	$37.19 - $39.82 $1.33 Million - $1.42 Million	-35,710 Reduced 47.94%	38,784 $1.49 Billion
Q1 2024 May 03, 2024	BUY	$35.71 - $39.11 $2.21 Million - $2.42 Million	61,873 Added 490.24%	74,494 $2.91 Billion
Q4 2023 Feb 12, 2024	BUY	$32.37 - $37.01 $90,441 - $103,405	2,794 Added 28.43%	12,621 $466 Million
Q3 2023 Nov 02, 2023	BUY	$33.82 - $36.71 $21,746 - $23,604	643 Added 7.0%	9,827 $334 Million
Q2 2023 Jul 21, 2023	BUY	$34.48 - $36.54 $4,310 - $4,567	125 Added 1.38%	9,184 $327 Million
Q1 2023 May 05, 2023	BUY	$32.42 - $35.44 $293,692 - $321,050	9,059 New	9,059 $315 Million

Others Institutions Holding SCHF

# of Institutions

1,477

Shares Held

1.54B

Call Options Held

52.9K

Put Options Held

3.9K

Northwestern Mutual Wealth Management CO

332M
Shares

$7.46 Billion
5.41% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

184M
Shares

$4.14 Billion
12.25% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

170M
Shares

$3.83 Billion
7.25% of portfolio
Wealthfront Advisers LLC

110M
Shares

$2.47 Billion
6.35% of portfolio
Personal Capital Advisors Corp

71.3M
Shares

$1.6 Billion
11.16% of portfolio

View Full List

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