C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Schwab Strategic Tr Us Broad M Transaction History
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
- $1.23 Trillion
- Q4 2024
A detailed history of C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors holds 25,826 shares of SCHB stock, worth $606,394. This represents 0.05% of its overall portfolio holdings.
Number of Shares
25,826
Previous 47,361
45.47%
Holding current value
$606,394
Previous $876 Million
33.09%
% of portfolio
0.05%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding SCHB
# of Institutions
1,210Shares Held
315MCall Options Held
191KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$484 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$210 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$200 Million30.52% of portfolio
-
Bouchey Financial Group LTD8.17MShares$192 Million16.63% of portfolio
-
Hb Wealth Management, LLC6.51MShares$153 Million1.52% of portfolio