Prospera Financial Services Inc Schwab Strategic Us Tips ETF Transaction History

Prospera Financial Services Inc

$3.82 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	BUY	$51.1 - $52.24 $204 - $208	4 Added 0.07%	5,925 $308,000
Q1 2024 Aug 13, 2024	SELL	$51.32 - $52.45 $205 - $209	-4 Reduced 0.07%	5,921 $308,000
Q4 2023 Feb 14, 2024	SELL	$49.69 - $52.46 $53,019 - $55,974	-1,067 Reduced 15.27%	5,921 $309,000
Q3 2023 Nov 13, 2023	SELL	$50.37 - $52.48 $1.12 Million - $1.17 Million	-22,200 Reduced 76.06%	6,988 $352,000
Q2 2023 Aug 08, 2023	SELL	$52.18 - $54.02 $96,480 - $99,882	-1,849 Reduced 5.96%	29,188 $1.53 Million
Q1 2023 May 12, 2023	BUY	$51.68 - $53.62 $30,904 - $32,064	598 Added 1.96%	31,037 $1.66 Million
Q4 2022 Feb 08, 2023	SELL	$51.47 - $53.83 $8,904 - $9,312	-173 Reduced 0.57%	30,439 $1.58 Million
Q3 2022 Oct 27, 2022	BUY	$51.8 - $57.88 $105,568 - $117,959	2,038 Added 7.13%	30,612 $1.59 Million
Q2 2022 Aug 08, 2022	SELL	$55.59 - $60.15 $88,332 - $95,578	-1,589 Reduced 5.27%	28,574 $1.59 Million
Q1 2022 May 04, 2022	BUY	$59.94 - $62.99 $63,596 - $66,832	1,061 Added 3.65%	30,163 $1.83 Million
Q4 2021 Feb 10, 2022	BUY	$62.25 - $63.89 $1.81 Million - $1.86 Million	29,102 New	29,102 $1.83 Million

Others Institutions Holding SCHP

# of Institutions

684

Shares Held

155M

Call Options Held

60.2K

Put Options Held

1.3K

Empower Advisory Group, LLC Greenwood Village, CO

17.7M
Shares

$464 Million
3.23% of portfolio
Quadratic Capital Management LLC

11.4M
Shares

$299 Million
97.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.97M
Shares

$261 Million
0.04% of portfolio
Personal Capital Advisors Corp

8.42M
Shares

$220 Million
2.12% of portfolio
Sei Investments CO Oaks, PA

5.38M
Shares

$141 Million
0.39% of portfolio

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
Sector ETFs
Industry ETFs

More about SCHP

Track This Portfolio

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.