Prosperity Consulting Group, LLC Schwab Strategic Tr Us Small C Transaction History

Prosperity Consulting Group, LLC

$1.31 Billion
Q4 2024

A detailed history of Prosperity Consulting Group, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Prosperity Consulting Group, LLC holds 154,537 shares of SCHA stock, worth $3.92 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

154,537

Previous 78,464 96.95%

Holding current value

$3.92 Million

Previous $4.04 Million 1.09%

% of portfolio

0.31%

Previous 0.32%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$25.33 - $51.16 $1.93 Million - $3.89 Million	76,073 Added 96.95%	154,537 $4 Million
Q3 2024 Oct 15, 2024	SELL	$46.9 - $51.96 $649,940 - $720,061	-13,858 Reduced 15.01%	78,464 $4.04 Million
Q2 2024 Aug 08, 2024	SELL	$45.24 - $49.04 $744,198 - $806,708	-16,450 Reduced 15.12%	92,322 $4.38 Million
Q1 2024 May 01, 2024	SELL	$44.84 - $49.24 $570,006 - $625,938	-12,712 Reduced 10.46%	108,772 $5.36 Million
Q4 2023 Feb 13, 2024	SELL	$38.13 - $48.02 $765,650 - $964,241	-20,080 Reduced 14.18%	121,484 $5.74 Million
Q3 2023 Nov 13, 2023	BUY	$40.85 - $46.1 $5.78 Million - $6.53 Million	141,564 New	141,564 $5.86 Million

Others Institutions Holding SCHA

# of Institutions

1,246

Shares Held

272M

Call Options Held

66.4K

Put Options Held

2.7K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Prosperity Consulting Group, LLC Schwab Strategic Tr Us Small C Transaction History