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

Prosperity Wealth Management, Inc.

$250 Billion
Q3 2024

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 6,587 shares of SCHD stock, worth $188,585. This represents 0.22% of its overall portfolio holdings.

Number of Shares

6,587

Previous 6,484 1.59%

Holding current value

$188,585

Previous $504 Million 10.43%

% of portfolio

0.22%

Previous 0.25%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,752

Shares Held

275M

Call Options Held

1.92M

Put Options Held

1.16M

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