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

Prosperity Wealth Management, Inc.

$211 Billion
Q1 2024

A detailed history of Prosperity Wealth Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Prosperity Wealth Management, Inc. holds 256,669 shares of SCHX stock, worth $16.5 Million. This represents 7.55% of its overall portfolio holdings.

Number of Shares

256,669

Previous 237,558 8.04%

Holding current value

$16.5 Million

Previous $13.4 Billion 18.89%

% of portfolio

7.55%

Previous 8.71%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$55.41 - $62.08 $1.06 Million - $1.19 Million	19,111 Added 8.04%	256,669 $15.9 Billion
Q4 2023 Jan 30, 2024	SELL	$48.47 - $56.6 $671,018 - $783,570	-13,844 Reduced 5.51%	237,558 $13.4 Billion
Q3 2023 Nov 07, 2023	BUY	$50.36 - $54.21 $477,261 - $513,748	9,477 Added 3.92%	251,402 $12.7 Billion
Q2 2023 Sep 12, 2023	BUY	$47.67 - $52.37 $4.7 Million - $5.16 Million	98,568 Added 68.76%	241,925 $12.7 Billion
Q1 2023 Sep 12, 2023	BUY	$44.78 - $49.41 $2.42 Million - $2.67 Million	54,059 Added 60.54%	143,357 $6.93 Billion

Q4 2022 Sep 12, 2023	BUY	$44.01 - $48.16 $3.93 Million - $4.3 Million	89,298 New	89,298 $4.03 Billion

Others Institutions Holding SCHX

# of Institutions

1,257

Shares Held

426M

Call Options Held

40.4K

Put Options Held

1.4K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Prosperity Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Prosperity Wealth Management, Inc. with notifications on news.

Account

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