Prospera Financial Services Inc Schwab Strategic Tr 1000 Index Transaction History

Prospera Financial Services Inc

$3.5 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 08, 2022	SELL	$35.4 - $44.52 $5,380 - $6,767	-152 Closed	0 $0
Q1 2022 May 04, 2022	BUY	$40.46 - $46.8 $6,149 - $7,113	152 New	152 $7,000

Others Institutions Holding SCHK

# of Institutions

176

Shares Held

34.9M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

24.2M
Shares

$676 Million
2.82% of portfolio
Legacy Wealth Management, Inc

3.59M
Shares

$101 Million
12.87% of portfolio
Warwick Investment Management, Inc.

1.88M
Shares

$52.5 Million
23.08% of portfolio
Armstrong Advisory Group, Inc Needham, MA

1.27M
Shares

$35.5 Million
5.84% of portfolio
Waddell & Associates, LLC

950K
Shares

$26.6 Million
6.58% of portfolio

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