A detailed history of Prospera Financial Services Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Prospera Financial Services Inc holds 31,268 shares of SCHD stock, worth $895,202. This represents 0.07% of its overall portfolio holdings.

Number of Shares
31,268
Previous 32,137 2.7%
Holding current value
$895,202
Previous $2.5 Million 5.8%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 07, 2024

SELL
$77.02 - $85.06 $66,930 - $73,917
-869 Reduced 2.7%
31,268 $2.64 Million
Q2 2024

Aug 13, 2024

BUY
$75.81 - $80.15 $233,039 - $246,381
3,074 Added 10.58%
32,137 $2.5 Million
Q1 2024

Aug 13, 2024

SELL
$75.25 - $80.63 $108,284 - $116,026
-1,439 Reduced 4.48%
30,698 $2.48 Million
Q4 2023

Feb 14, 2024

SELL
$66.9 - $76.32 $1.79 Million - $2.04 Million
-26,733 Reduced 47.91%
29,063 $2.21 Million
Q3 2023

Nov 13, 2023

SELL
$70.63 - $75.66 $133,631 - $143,148
-1,892 Reduced 3.28%
55,796 $3.95 Million
Q2 2023

Aug 08, 2023

BUY
$69.18 - $73.94 $4,081 - $4,362
59 Added 0.1%
57,688 $4.19 Million
Q1 2023

May 12, 2023

BUY
$70.28 - $78.03 $2.31 Million - $2.56 Million
32,845 Added 132.53%
57,629 $4.22 Million
Q4 2022

Feb 08, 2023

SELL
$67.16 - $79.06 $159,370 - $187,609
-2,373 Reduced 8.74%
24,784 $1.87 Million
Q3 2022

Oct 27, 2022

BUY
$66.43 - $77.87 $229,117 - $268,573
3,449 Added 14.55%
27,157 $1.8 Million
Q2 2022

Aug 08, 2022

SELL
$70.31 - $80.24 $220,632 - $251,793
-3,138 Reduced 11.69%
23,708 $1.7 Million
Q1 2022

May 04, 2022

BUY
$75.14 - $81.94 $549,799 - $599,554
7,317 Added 37.47%
26,846 $2.12 Million
Q4 2021

Feb 10, 2022

BUY
$74.93 - $80.86 $493,638 - $532,705
6,588 Added 50.91%
19,529 $1.58 Million
Q3 2021

Nov 12, 2021

BUY
$74.23 - $78.13 $24,495 - $25,782
330 Added 2.62%
12,941 $961,000
Q2 2021

Aug 12, 2021

BUY
$73.32 - $77.65 $61,148 - $64,760
834 Added 7.08%
12,611 $954,000
Q1 2021

May 06, 2021

BUY
$63.23 - $73.67 $744,659 - $867,611
11,777 New
11,777 $859,000
Q4 2020

Feb 12, 2021

SELL
$54.8 - $65.16 $12,275 - $14,595
-224 Closed
0 $0
Q3 2020

Nov 04, 2020

BUY
$50.37 - $58.54 $11,282 - $13,112
224 New
224 $12,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


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

Track Prospera Financial Services Inc Portfolio

Follow Prospera Financial Services Inc 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 Prospera Financial Services Inc, based on Form 13F filings with the SEC.

News

Stay updated on Prospera Financial Services Inc with notifications on news.