Prosperitas Financial LLC Schwab Strategic Tr Us Broad M Transaction History

Prosperitas Financial LLC

  • $156 Billion
  • Q1 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 139,893 shares of SCHB stock, worth $8.9 Million. This represents 5.47% of its overall portfolio holdings.

Number of Shares
139,893
Previous 123,751 13.04%
Holding current value
$8.9 Million
Previous $6.89 Billion 23.97%
% of portfolio
5.47%
Previous 5.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
BUY
$54.61 - $61.05 $881,514 - $985,469
16,142 Added 13.04%
139,893 $8.54 Billion
Q4 2023

Jan 30, 2024
SELL
$47.61 - $55.91 $682,394 - $801,358
-14,333 Reduced 10.38%
123,751 $6.89 Billion
Q3 2023

Nov 14, 2023
BUY
$49.59 - $53.57 $6.85 Million - $7.4 Million
138,084 New
138,084 $6.88 Billion

Others Institutions Holding SCHB

# of Institutions
1,123
Shares Held
160M
Call Options Held
230K
Put Options Held
29.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
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More about SCHB
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