Prosperity Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History

Prosperity Wealth Management, Inc.

  • $270 Billion
  • Q2 2025

A detailed history of Prosperity Wealth Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Prosperity Wealth Management, Inc. holds 14,206 shares of SCHD stock, worth $379,868. This represents 0.14% of its overall portfolio holdings.

Number of Shares
14,206
Previous 12,151 16.91%
Holding current value
$379,868
Previous $340 Million 10.81%
% of portfolio
0.14%
Previous 0.16%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$24.32 - $27.87 $49,977 - $57,272
2,055 Added 16.91%
14,206 $376 Million
Q1 2025

Apr 18, 2025
SELL
$27.01 - $28.54 $271,396 - $286,769
-10,048 Reduced 45.26%
12,151 $340 Million
Q4 2024

Feb 07, 2025
BUY
$26.93 - $84.95 $420,431 - $1.33 Million
15,612 Added 237.01%
22,199 $606 Million
Q3 2024

Nov 14, 2024
BUY
$77.02 - $85.06 $7,933 - $8,761
103 Added 1.59%
6,587 $557 Million
Q2 2024

Aug 13, 2024
BUY
$75.81 - $80.15 $24,183 - $25,567
319 Added 5.17%
6,484 $504 Million
Q1 2024

May 15, 2024
BUY
$75.25 - $80.63 $7,224 - $7,740
96 Added 1.58%
6,165 $497 Million
Q4 2023

Jan 30, 2024
BUY
$66.9 - $76.32 $82,086 - $93,644
1,227 Added 25.34%
6,069 $462 Million
Q3 2023

Nov 07, 2023
SELL
$70.63 - $75.66 $641,249 - $686,917
-9,079 Reduced 65.22%
4,842 $343 Million
Q2 2023

Sep 12, 2023
BUY
$69.18 - $73.94 $35,212 - $37,635
509 Added 3.8%
13,921 $1.01 Billion
Q1 2023

Sep 12, 2023
BUY
$70.28 - $78.03 $355,476 - $394,675
5,058 Added 60.55%
13,412 $981 Million
Q4 2022

Sep 12, 2023
BUY
$67.16 - $79.06 $561,054 - $660,467
8,354 New
8,354 $631 Million

Others Institutions Holding SCHD

# of Institutions
2,002
Shares Held
899M
Call Options Held
4.42M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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