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

Prosperity Wealth Management, Inc.

$213 Billion
Q1 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 12,151 shares of SCHD stock, worth $313,738. This represents 0.16% of its overall portfolio holdings.

Number of Shares

12,151

Previous 22,199 45.26%

Holding current value

$313,738

Previous $606 Million 43.98%

% of portfolio

0.16%

Previous 0.25%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,972

Shares Held

847M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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