C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Schwab Strategic Tr Us Broad M Transaction History
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
- $1.07 Trillion
- Q2 2025
A detailed history of C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors holds 24,263 shares of SCHB stock, worth $626,955. This represents 0.05% of its overall portfolio holdings.
Number of Shares
24,263
Previous 25,826
6.05%
Holding current value
$626,955
Previous $558 Million
3.6%
% of portfolio
0.05%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding SCHB
# of Institutions
1,349Shares Held
569MCall Options Held
500KPut Options Held
12.1K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.67 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.46 Billion3.52% of portfolio
-
Betterment LLC New York, NY16.8MShares$435 Million0.85% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$340 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$316 Million3.25% of portfolio