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

Prosperity Wealth Management, Inc.

$250 Billion
Q3 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 217,723 shares of SCHX stock, worth $5.2 Million. This represents 5.91% of its overall portfolio holdings.

Number of Shares

217,723

Previous 210,031 3.66%

Holding current value

$5.2 Million

Previous $13.5 Billion 9.47%

% of portfolio

5.91%

Previous 6.63%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$61.11 - $67.85 $470,058 - $521,902	7,692 Added 3.66%	217,723 $14.8 Billion
Q2 2024 Aug 13, 2024	SELL	$58.7 - $64.78 $2.74 Million - $3.02 Million	-46,638 Reduced 18.17%	210,031 $13.5 Billion
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	$42.25 - $48.16 $3.77 Million - $4.3 Million	89,298 New	89,298 $4.03 Billion

Others Institutions Holding SCHX

# of Institutions

1,386

Shares Held

519M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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