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

Prosperity Consulting Group, LLC

$1.27 Billion
Q1 2025

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 146,716 shares of SCHA stock, worth $3.54 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

146,716

Previous 154,537 5.06%

Holding current value

$3.54 Million

Previous $4 Million 13.99%

% of portfolio

0.27%

Previous 0.31%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$23.16 - $27.04 $181,134 - $211,479	-7,821 Reduced 5.06%	146,716 $3.44 Million
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

1,256

Shares Held

245M

Call Options Held

58.5K

Put Options Held

4.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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