Prospera Financial Services Inc Schwab Strategic Tr Us Broad M Transaction History

Prospera Financial Services Inc

$5.11 Billion
Q2 2025

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 81,358 shares of SCHB stock, worth $2.09 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

81,358

Previous 37,242 118.46%

Holding current value

$2.09 Million

Previous $801,000 141.95%

% of portfolio

0.04%

Previous 0.02%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$19.1 - $23.83 $842,615 - $1.05 Million	44,116 Added 118.46%	81,358 $1.94 Million
Q1 2025 May 15, 2025	BUY	$21.23 - $23.75 $90,864 - $101,650	4,280 Added 12.98%	37,242 $801,000
Q4 2024 Feb 13, 2025	BUY	$22.01 - $66.82 $520,646 - $1.58 Million	23,655 Added 254.16%	32,962 $748,000
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

# of Institutions

1,348

Shares Held

565M

Call Options Held

500K

Put Options Held

12.1K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Prospera Financial Services Inc Schwab Strategic Tr Us Broad M Transaction History