C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors holds 9,299 shares of SCHG stock, worth $232,660. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,299

Holding current value

$232,660

% of portfolio

0.02%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$25.93 - $105.3 $241,123 - $979,184	9,299 New	9,299 $259 Million
Q3 2024 Oct 08, 2024	BUY	$92.63 - $105.69 $79,661 - $90,893	860 Added 34.83%	3,329 $347 Million
Q2 2024 Aug 02, 2024	SELL	$87.04 - $101.61 $208,112 - $242,949	-2,391 Reduced 49.2%	2,469 $249 Million
Q1 2024 May 03, 2024	BUY	$80.6 - $93.32 $132,506 - $153,418	1,644 Added 51.12%	4,860 $451 Million
Q4 2023 Feb 12, 2024	BUY	$70.08 - $83.37 $225,377 - $268,117	3,216 New	3,216 $267 Million

Others Institutions Holding SCHG

# of Institutions

1,487

Shares Held

2.27B

Call Options Held

296K

Put Options Held

153K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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