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

Prosperity Consulting Group, LLC

  • $1.26 Billion
  • Q3 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 78,464 shares of SCHA stock, worth $2.04 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
78,464
Previous 92,322 15.01%
Holding current value
$2.04 Million
Previous $4.38 Million 7.76%
% of portfolio
0.32%
Previous 0.61%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,147
Shares Held
147M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Prosperity Consulting Group, LLC Portfolio

Follow Prosperity Consulting Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Prosperity Consulting Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email