Prospera Financial Services Inc Schwab Strategic U.S. Mid Cap Transaction History
Prospera Financial Services Inc
- $3.82 Billion
- Q3 2024
A detailed history of Prospera Financial Services Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Prospera Financial Services Inc holds 3,976 shares of SCHM stock, worth $109,817. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,976
Previous 4,438
10.41%
Holding current value
$109,817
Previous $345,000
4.35%
% of portfolio
0.01%
Previous 0.01%
Shares
21 transactions
Others Institutions Holding SCHM
# of Institutions
952Shares Held
109MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$716 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$272 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$198 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$90 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$65.5 Million0.18% of portfolio