Prosperitas Financial LLC Schwab Strategic Tr Us Dividen Transaction History
Prosperitas Financial LLC
- $198 Billion
- Q4 2024
A detailed history of Prosperitas Financial LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Prosperitas Financial LLC holds 293,868 shares of SCHD stock, worth $8.29 Million. This represents 4.06% of its overall portfolio holdings.
Number of Shares
293,868
Previous 94,566
210.75%
Holding current value
$8.29 Million
Previous $7.99 Billion
0.44%
% of portfolio
4.06%
Previous 4.3%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,931Shares Held
820MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.4 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$803 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$757 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$734 Million4.56% of portfolio