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
- $905 Billion
- Q2 2024
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 7,090 shares of SCHD stock, worth $590,951. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,090
Previous 12,025
41.04%
Holding current value
$590,951
Previous $970 Million
43.14%
% of portfolio
0.06%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$932 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$848 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$773 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$745 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$689 Million4.66% of portfolio