Prosperitas Financial LLC Schwab Strategic Tr Us Broad M Transaction History

Prosperitas Financial LLC

  • $186 Billion
  • Q3 2024

A detailed history of Prosperitas Financial LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Prosperitas Financial LLC holds 134,379 shares of SCHB stock, worth $2.97 Million. This represents 4.81% of its overall portfolio holdings.

Number of Shares
134,379
Previous 124,150 8.24%
Holding current value
$2.97 Million
Previous $7.81 Billion 14.52%
% of portfolio
4.81%
Previous 4.76%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
BUY
$59.93 - $66.52 $613,023 - $680,433
10,229 Added 8.24%
134,379 $8.94 Billion
Q2 2024

Oct 29, 2024
BUY
$57.57 - $63.3 $7.15 Million - $7.86 Million
124,150 New
124,150 $7.81 Billion
Q1 2024

May 09, 2024
BUY
$54.61 - $61.05 $881,514 - $985,469
16,142 Added 13.04%
139,893 $8.54 Billion
Q4 2023

Jan 30, 2024
SELL
$47.61 - $55.91 $682,394 - $801,358
-14,333 Reduced 10.38%
123,751 $6.89 Billion
Q3 2023

Nov 14, 2023
BUY
$49.59 - $53.57 $6.85 Million - $7.4 Million
138,084 New
138,084 $6.88 Billion

Others Institutions Holding SCHB

# of Institutions
1,158
Shares Held
168M
Call Options Held
197K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
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More about SCHB
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