A detailed history of Prospera Financial Services Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Prospera Financial Services Inc holds 9,307 shares of SCHB stock, worth $211,641. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,307
Previous 8,673 7.31%
Holding current value
$211,641
Previous $545,000 13.58%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 07, 2024

BUY
$59.93 - $66.52 $37,995 - $42,173
634 Added 7.31%
9,307 $619,000
Q2 2024

Aug 13, 2024

SELL
$57.57 - $63.3 $29,360 - $32,283
-510 Reduced 5.55%
8,673 $545,000
Q1 2024

Aug 13, 2024

BUY
$54.61 - $61.05 $20,205 - $22,588
370 Added 4.27%
9,043 $552,000
Q4 2023

Feb 14, 2024

BUY
$47.61 - $55.91 $60,369 - $70,893
1,268 Added 16.02%
9,183 $511,000
Q3 2023

Nov 13, 2023

BUY
$49.59 - $53.57 $12,199 - $13,178
246 Added 3.21%
7,915 $394,000
Q2 2023

Aug 08, 2023

SELL
$47.08 - $51.7 $7,156 - $7,858
-152 Reduced 1.94%
7,669 $396,000
Q1 2023

May 12, 2023

SELL
$44.47 - $49.23 $23,969 - $26,534
-539 Reduced 6.45%
7,821 $374,000
Q4 2022

Feb 08, 2023

SELL
$41.94 - $47.81 $76,917 - $87,683
-1,834 Reduced 17.99%
8,360 $374,000
Q3 2022

Oct 27, 2022

SELL
$41.99 - $50.63 $3,233 - $3,898
-77 Reduced 0.75%
10,194 $428,000
Q2 2022

Aug 08, 2022

SELL
$42.93 - $53.98 $901 - $1,133
-21 Reduced 0.2%
10,271 $454,000
Q1 2022

May 04, 2022

BUY
$49.15 - $56.85 $253,024 - $292,663
5,148 Added 100.08%
10,292 $550,000
Q4 2021

Feb 10, 2022

BUY
$51.87 - $56.86 $1,971 - $2,160
38 Added 0.74%
5,144 $582,000
Q3 2021

Nov 12, 2021

BUY
$51.32 - $54.83 $3,592 - $3,838
70 Added 1.39%
5,106 $530,000
Q2 2021

Aug 12, 2021

BUY
$48.92 - $52.14 $32,433 - $34,568
663 Added 15.16%
5,036 $525,000
Q1 2021

May 06, 2021

BUY
$44.89 - $48.81 $14,140 - $15,375
315 Added 7.76%
4,373 $422,000
Q4 2020

Feb 12, 2021

BUY
$39.03 - $45.5 $158,383 - $184,639
4,058 New
4,058 $369,000
Q3 2020

Nov 04, 2020

SELL
$36.93 - $42.52 $147,720 - $170,080
-4,000 Closed
0 $0
Q2 2020

Aug 07, 2020

SELL
$28.84 - $38.49 $36,396 - $48,574
-1,262 Reduced 23.98%
4,000 $294,000
Q1 2020

May 15, 2020

BUY
$26.18 - $40.44 $30,290 - $46,789
1,157 Added 28.19%
5,262 $318,000
Q4 2019

Feb 12, 2020

BUY
$34.47 - $38.58 $2,895 - $3,240
84 Added 2.09%
4,105 $316,000
Q3 2019

Oct 22, 2019

BUY
$35.32 - $36.13 $8,052 - $8,237
228 Added 6.01%
4,021 $286,000
Q2 2019

Aug 14, 2019

BUY
N/A
3,793 New
3,793 $271,000

Others Institutions Holding SCHB

About SCHWAB STRATEGIC TR US BROAD M


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