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 3,976 shares of SCHM stock, worth $110,652. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,976
Previous 4,438 10.41%
Holding current value
$110,652
Previous $345,000 4.35%
% of portfolio
0.01%
Previous 0.01%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC U.S. MID-CAP


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