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

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

$1.27 Trillion
Q1 2025

A detailed history of C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors holds 15,828 shares of SCHD stock, worth $428,780. This represents 0.03% of its overall portfolio holdings.

Number of Shares

15,828

Previous 13,088 20.94%

Holding current value

$428,780

Previous $358 Million 23.38%

% of portfolio

0.03%

Previous 0.03%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$27.01 - $28.54 $74,007 - $78,199	2,740 Added 20.94%	15,828 $441 Million
Q4 2024 Jan 31, 2025	BUY	$26.93 - $84.95 $352,459 - $1.11 Million	13,088 New	13,088 $358 Million
Q3 2024 Oct 08, 2024	SELL	$77.02 - $85.06 $19,023 - $21,009	-247 Reduced 3.48%	6,843 $578 Million
Q2 2024 Aug 02, 2024	SELL	$75.81 - $80.15 $374,122 - $395,540	-4,935 Reduced 41.04%	7,090 $551 Million
Q1 2024 May 03, 2024	BUY	$75.25 - $80.63 $904,881 - $969,575	12,025 New	12,025 $970 Million

Others Institutions Holding SCHD

# of Institutions

2,005

Shares Held

918M

Call Options Held

4.89M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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