Prosperity Wealth Management, Inc. Schwab Strategic Tr Long Term Transaction History

Prosperity Wealth Management, Inc.

  • $213 Billion
  • Q1 2025

A detailed history of Prosperity Wealth Management, Inc. transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Prosperity Wealth Management, Inc. holds 32,970 shares of SCHQ stock, worth $1.04 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
32,970
Previous 26,808 22.99%
Holding current value
$1.04 Million
Previous $843 Million 28.19%
% of portfolio
0.51%
Previous 0.35%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 18, 2025
BUY
$30.72 - $33.22 $189,296 - $204,701
6,162 Added 22.99%
32,970 $1.08 Billion
Q4 2024

Feb 07, 2025
SELL
$31.33 - $35.13 $138,071 - $154,817
-4,407 Reduced 14.12%
26,808 $843 Million
Q3 2024

Nov 14, 2024
BUY
$32.17 - $35.98 $1 Million - $1.12 Million
31,215 New
31,215 $1.09 Billion

Others Institutions Holding SCHQ

# of Institutions
109
Shares Held
11.5M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

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