Prosperitas Financial LLC Schwab Strategic Tr Us Dividen Transaction History
Prosperitas Financial LLC
- $186 Billion
- Q3 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 94,566 shares of SCHD stock, worth $2.71 Million. This represents 4.3% of its overall portfolio holdings.
Number of Shares
94,566
Previous 78,980
19.73%
Holding current value
$2.71 Million
Previous $6.14 Billion
30.16%
% of portfolio
4.3%
Previous 3.74%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,751Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$330 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$264 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$256 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$243 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$212 Million0.05% of portfolio