Prosperitas Financial LLC Schwab Strategic Tr Us Dividen Transaction History

Prosperitas Financial LLC

$193 Billion
Q1 2025

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 345,045 shares of SCHD stock, worth $9.27 Million. This represents 4.99% of its overall portfolio holdings.

Number of Shares

345,045

Previous 293,868 17.41%

Holding current value

$9.27 Million

Previous $8.03 Billion 20.17%

% of portfolio

4.99%

Previous 4.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$27.01 - $28.54 $1.38 Million - $1.46 Million	51,177 Added 17.41%	345,045 $9.65 Billion
Q4 2024 Feb 05, 2025	BUY	$26.93 - $84.95 $5.37 Million - $16.9 Million	199,302 Added 210.75%	293,868 $8.03 Billion
Q3 2024 Oct 29, 2024	BUY	$77.02 - $85.06 $1.2 Million - $1.33 Million	15,586 Added 19.73%	94,566 $7.99 Billion
Q2 2024 Oct 29, 2024	BUY	$75.81 - $80.15 $5.99 Million - $6.33 Million	78,980 New	78,980 $6.14 Billion
Q1 2024 May 09, 2024	BUY	$75.25 - $80.63 $309,729 - $331,873	4,116 Added 5.53%	78,560 $6.33 Billion
Q4 2023 Jan 30, 2024	BUY	$66.9 - $76.32 $38,467 - $43,883	575 Added 0.78%	74,444 $5.67 Billion
Q3 2023 Nov 14, 2023	BUY	$70.63 - $75.66 $5.22 Million - $5.59 Million	73,869 New	73,869 $5.23 Billion

Others Institutions Holding SCHD

# of Institutions

2,000

Shares Held

896M

Call Options Held

4.42M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Prosperitas Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prosperitas Financial LLC with notifications on news.

Account

Prosperitas Financial LLC Schwab Strategic Tr Us Dividen Transaction History