Prospera Financial Services Inc Schwab Strategic U.S. Mid Cap Transaction History

Prospera Financial Services Inc

$5.11 Billion
Q2 2025

A detailed history of Prospera Financial Services Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Prospera Financial Services Inc holds 27,051 shares of SCHM stock, worth $796,922. This represents 0.01% of its overall portfolio holdings.

Number of Shares

27,051

Previous 18,451 46.61%

Holding current value

$796,922

Previous $483,000 56.94%

% of portfolio

0.01%

Previous 0.01%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$22.92 - $28.05 $197,112 - $241,230	8,600 Added 46.61%	27,051 $758,000
Q1 2025 May 15, 2025	SELL	$25.58 - $29.24 $1,381 - $1,578	-54 Reduced 0.29%	18,451 $483,000
Q4 2024 Feb 13, 2025	BUY	$27.54 - $83.04 $400,128 - $1.21 Million	14,529 Added 365.42%	18,505 $512,000
Q3 2024 Nov 07, 2024	SELL	$75.47 - $83.18 $34,867 - $38,429	-462 Reduced 10.41%	3,976 $330,000
Q2 2024 Aug 13, 2024	SELL	$75.69 - $81.19 $7,720 - $8,281	-102 Reduced 2.25%	4,438 $345,000
Q1 2024 Aug 13, 2024	BUY	$72.89 - $81.43 $10,714 - $11,970	147 Added 3.31%	4,585 $373,000
Q4 2023 Feb 14, 2024	SELL	$63.01 - $75.95 $3,969 - $4,784	-63 Reduced 1.37%	4,540 $341,000
Q3 2023 Nov 13, 2023	SELL	$66.75 - $73.98 $21,693 - $24,043	-325 Reduced 6.59%	4,603 $311,000
Q2 2023 Aug 08, 2023	SELL	$65.29 - $71.03 $2,938 - $3,196	-45 Reduced 0.9%	4,928 $350,000
Q1 2023 May 12, 2023	SELL	$64.24 - $73.9 $10,535 - $12,119	-164 Reduced 3.19%	4,973 $337,000
Q4 2022 Feb 08, 2023	SELL	$61.05 - $69.94 $31,929 - $36,578	-523 Reduced 9.24%	5,137 $337,000
Q3 2022 Oct 27, 2022	SELL	$60.5 - $72.51 $18,392 - $22,043	-304 Reduced 5.1%	5,660 $344,000
Q2 2022 Aug 08, 2022	SELL	$60.91 - $76.4 $178,831 - $224,310	-2,936 Reduced 32.99%	5,964 $376,000
Q1 2022 May 04, 2022	SELL	$70.66 - $80.89 $7,701 - $8,817	-109 Reduced 1.21%	8,900 $677,000
Q4 2021 Feb 10, 2022	BUY	$76.01 - $83.39 $5,168 - $5,670	68 Added 0.76%	9,009 $726,000
Q3 2021 Nov 12, 2021	BUY	$74.65 - $80.95 $2,314 - $2,509	31 Added 0.35%	8,941 $687,000
Q2 2021 Aug 12, 2021	BUY	$74.64 - $79.12 $49,710 - $52,693	666 Added 8.08%	8,910 $699,000
Q1 2021 May 06, 2021	SELL	$67.07 - $76.85 $126,494 - $144,939	-1,886 Reduced 18.62%	8,244 $615,000
Q4 2020 Feb 12, 2021	BUY	$55.93 - $68.45 $495,260 - $606,124	8,855 Added 694.51%	10,130 $692,000
Q3 2020 Nov 04, 2020	SELL	$51.99 - $58.83 $537,576 - $608,302	-10,340 Reduced 89.02%	1,275 $71,000
Q2 2020 Aug 07, 2020	SELL	$39.01 - $57.03 $38,697 - $56,573	-992 Reduced 7.87%	11,615 $611,000
Q1 2020 May 15, 2020	BUY	$35.83 - $62.24 $65,461 - $113,712	1,827 Added 16.95%	12,607 $532,000
Q4 2019 Feb 12, 2020	BUY	$54.56 - $60.24 $94,716 - $104,576	1,736 Added 19.2%	10,780 $648,000
Q3 2019 Oct 22, 2019	BUY	$56.23 - $57.59 $508,544 - $520,843	9,044 New	9,044 $511,000

Others Institutions Holding SCHM

# of Institutions

1,048

Shares Held

281M

Call Options Held

9.4K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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Prospera Financial Services Inc Schwab Strategic U.S. Mid Cap Transaction History