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

$1.23 Trillion
Q4 2024

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 25,826 shares of SCHB stock, worth $581,085. This represents 0.05% of its overall portfolio holdings.

Number of Shares

25,826

Previous 47,361 45.47%

Holding current value

$581,085

Previous $876 Million 33.09%

% of portfolio

0.05%

Previous 0.07%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$22.01 - $66.82 $473,985 - $1.44 Million	-21,535 Reduced 45.47%	25,826 $586 Million
Q4 2024 Jan 29, 2025	BUY	$22.01 - $66.82 $852,931 - $2.59 Million	38,752 Added 450.13%	47,361 $876 Million
Q3 2024 Oct 08, 2024	SELL	$59.93 - $66.52 $95,528 - $106,032	-1,594 Reduced 15.62%	8,609 $573 Million
Q2 2024 Aug 02, 2024	SELL	$57.57 - $63.3 $26,251 - $28,864	-456 Reduced 4.28%	10,203 $641 Million
Q1 2024 May 03, 2024	BUY	$54.61 - $61.05 $582,087 - $650,731	10,659 New	10,659 $651 Million

Others Institutions Holding SCHB

# of Institutions

1,263

Shares Held

422M

Call Options Held

365K

Put Options Held

32.6K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
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C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Schwab Strategic Tr Us Broad M Transaction History