C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Schwab Strategic Tr Us Large C Transaction History
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
- $845 Billion
- Q1 2024
A detailed history of C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors holds 6,314 shares of SCHV stock, worth $480,684. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,314
Previous 3,682
71.48%
Holding current value
$480,684
Previous $258 Million
85.86%
% of portfolio
0.06%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
786Shares Held
103MCall Options Held
9.1KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19MShares$1.45 Billion3.26% of portfolio
-
Mather Group, Llc. Chicago, IL11.1MShares$847 Million10.09% of portfolio
-
Sei Investments CO Oaks, PA10.9MShares$833 Million1.25% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.58MShares$348 Million0.8% of portfolio
-
Avantax Planning Partners, Inc.4.1MShares$312 Million10.12% of portfolio