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

  • $1.18 Trillion
  • Q3 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 8,609 shares of SCHB stock, worth $198,265. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,609
Previous 10,203 15.62%
Holding current value
$198,265
Previous $641 Million 10.72%
% of portfolio
0.05%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,183
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

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

Follow C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors, based on Form 13F filings with the SEC.

News

Stay updated on C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email