Prospera Financial Services Inc Schwab Strategic U.S. Mid Cap Transaction History
Prospera Financial Services Inc
- $3.5 Billion
- Q2 2024
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 4,438 shares of SCHM stock, worth $364,936. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,438
Previous 4,540
2.25%
Holding current value
$364,936
Previous $341,000
1.17%
% of portfolio
0.01%
Previous 0.01%
Shares
20 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.75 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$826 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$261 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$188 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$183 Million2.77% of portfolio