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 10,517 shares of SCHV stock, worth $279,121. This represents 0.02% of its overall portfolio holdings.

Number of Shares

10,517

Holding current value

$279,121

% of portfolio

0.02%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$25.79 - $80.4 $271,233 - $845,566	10,517 New	10,517 $274 Million
Q3 2024 Oct 08, 2024	SELL	$73.43 - $80.37 $4,699 - $5,143	-64 Reduced 1.79%	3,506 $282 Million
Q2 2024 Aug 02, 2024	SELL	$71.74 - $75.86 $196,854 - $208,159	-2,744 Reduced 43.46%	3,570 $264 Million
Q1 2024 May 03, 2024	BUY	$68.82 - $75.98 $181,134 - $199,979	2,632 Added 71.48%	6,314 $480 Million
Q4 2023 Feb 12, 2024	BUY	$61.16 - $70.24 $225,191 - $258,623	3,682 New	3,682 $258 Million

Others Institutions Holding SCHV

# of Institutions

884

Shares Held

327M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

Track This Portfolio

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.

Account

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