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 $1.62 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
57,733
Previous 14,074
310.21%
Holding current value
$1.62 Million
Previous $1.19 Billion
32.58%
% of portfolio
0.86%
Previous 0.74%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,813Shares Held
410MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$751 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio