Prospect Financial Services LLC Schwab Strategic Tr Us Dividen Transaction History
Prospect Financial Services LLC
- $183 Billion
- Q4 2024
A detailed history of Prospect Financial Services LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Prospect Financial Services LLC holds 57,733 shares of SCHD stock, worth $1.65 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
57,733
Previous 14,074
310.21%
Holding current value
$1.65 Million
Previous $1.19 Billion
32.58%
% of portfolio
0.86%
Previous 0.74%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,939Shares Held
823MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.42 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.04 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$813 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$765 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$742 Million4.56% of portfolio