Prospect Financial Services LLC Schwab Strategic Tr Us Dividen Transaction History
Prospect Financial Services LLC
- $161 Billion
- Q3 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 14,074 shares of SCHD stock, worth $386,612. This represents 0.74% of its overall portfolio holdings.
Number of Shares
14,074
Previous 11,622
21.1%
Holding current value
$386,612
Previous $904 Million
31.64%
% of portfolio
0.74%
Previous 0.7%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,761Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$317 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$254 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$246 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$234 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$204 Million0.05% of portfolio