Prosperitas Financial LLC Schwab Strategic Tr Us Broad M Transaction History

Prosperitas Financial LLC

$193 Billion
Q1 2025

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 603,525 shares of SCHB stock, worth $13.8 Million. This represents 6.72% of its overall portfolio holdings.

Number of Shares

603,525

Previous 522,929 15.41%

Holding current value

$13.8 Million

Previous $11.9 Billion 9.46%

% of portfolio

6.72%

Previous 6.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$21.23 - $23.75 $1.71 Million - $1.91 Million	80,596 Added 15.41%	603,525 $13 Billion
Q4 2024 Feb 05, 2025	BUY	$22.01 - $66.82 $8.55 Million - $26 Million	388,550 Added 289.14%	522,929 $11.9 Billion
Q3 2024 Oct 29, 2024	BUY	$59.93 - $66.52 $613,023 - $680,433	10,229 Added 8.24%	134,379 $8.94 Billion
Q2 2024 Oct 29, 2024	BUY	$57.57 - $63.3 $7.15 Million - $7.86 Million	124,150 New	124,150 $7.81 Billion
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

1,290

Shares Held

487M

Call Options Held

350K

Put Options Held

28.3K

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About SCHWAB STRATEGIC TR US BROAD M

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Prosperitas Financial LLC Schwab Strategic Tr Us Broad M Transaction History