Prospect Financial Services LLC Schwab Strategic Tr Us Dividen Transaction History
Prospect Financial Services LLC
- $174 Billion
- Q3 2025
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 70,605 shares of SCHD stock, worth $1.92 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
70,605
Previous 71,575
1.36%
Holding current value
$1.92 Million
Previous $1.9 Billion
1.62%
% of portfolio
1.11%
Previous 1.18%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
2,056Shares Held
872MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio