Prosperitas Financial LLC Schwab Strategic Tr Us Broad M Transaction History
Prosperitas Financial LLC
- $186 Billion
- Q3 2024
A detailed history of Prosperitas Financial LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Prosperitas Financial LLC holds 134,379 shares of SCHB stock, worth $3.14 Million. This represents 4.81% of its overall portfolio holdings.
Number of Shares
134,379
Previous 124,150
8.24%
Holding current value
$3.14 Million
Previous $7.81 Billion
14.52%
% of portfolio
4.81%
Previous 4.76%
Shares
5 transactions
Others Institutions Holding SCHB
# of Institutions
1,196Shares Held
256MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$481 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$209 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$199 Million30.52% of portfolio
-
Hb Wealth Management, LLC6.51MShares$152 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$142 Million0.97% of portfolio