Prosperity Consulting Group, LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Prosperity Consulting Group, LLC holds 15,049 shares of SCHG stock, worth $356,510. This represents 0.03% of its overall portfolio holdings.
Number of Shares
15,049
Previous 3,759
300.35%
Holding current value
$356,510
Previous $391,000
7.16%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,487Shares Held
2.27BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$37 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.01 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$943 Million2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$929 Million14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$904 Million1.41% of portfolio