Prosperitas Financial LLC Schwab Strategic Tr Us Dividen Transaction History
Prosperitas Financial LLC
- $156 Billion
- Q1 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 78,560 shares of SCHD stock, worth $6.06 Million. This represents 4.06% of its overall portfolio holdings.
Number of Shares
78,560
Previous 74,444
5.53%
Holding current value
$6.06 Million
Previous $5.67 Billion
11.77%
% of portfolio
4.06%
Previous 4.17%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,642Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$837 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$750 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$706 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$600 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$556 Million0.06% of portfolio