Prosperitas Financial LLC Schwab Strategic Tr Us Dividen Transaction History
Prosperitas Financial LLC
- $213 Billion
- Q2 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 354,238 shares of SCHD stock, worth $9.41 Million. This represents 4.41% of its overall portfolio holdings.
Number of Shares
354,238
Previous 345,045
2.66%
Holding current value
$9.41 Million
Previous $9.65 Billion
2.7%
% of portfolio
4.41%
Previous 4.99%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
2,017Shares Held
845MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$878 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$770 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$759 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$756 Million4.28% of portfolio