A detailed history of Prospect Financial Services LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Prospect Financial Services LLC holds 14,074 shares of SCHD stock, worth $381,123. This represents 0.74% of its overall portfolio holdings.

Number of Shares
14,074
Previous 11,622 21.1%
Holding current value
$381,123
Previous $904 Million 31.64%
% of portfolio
0.74%
Previous 0.7%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$77.02 - $85.06 $188,853 - $208,567
2,452 Added 21.1%
14,074 $1.19 Billion
Q2 2024

Jul 15, 2024

BUY
$75.81 - $80.15 $195,589 - $206,787
2,580 Added 28.53%
11,622 $904 Million
Q1 2024

Apr 22, 2024

BUY
$75.25 - $80.63 $210,624 - $225,683
2,799 Added 44.83%
9,042 $729 Million
Q4 2023

Feb 20, 2024

BUY
$66.9 - $76.32 $417,656 - $476,465
6,243 New
6,243 $475 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Prospect Financial Services LLC Portfolio

Follow Prospect Financial Services LLC 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 Prospect Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prospect Financial Services LLC with notifications on news.