Prospera Financial Services Inc Schwab Us Aggregate Bond ETF Transaction History

Prospera Financial Services Inc

  • $4.16 Billion
  • Q4 2024

A detailed history of Prospera Financial Services Inc transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Prospera Financial Services Inc holds 8,900 shares of SCHZ stock, worth $201,852. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,900
Previous 4,411 101.77%
Holding current value
$201,852
Previous $209,000 3.35%
% of portfolio
0.0%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$22.63 - $47.53 $101,586 - $213,362
4,489 Added 101.77%
8,900 $202,000
Q3 2024

Nov 07, 2024
SELL
$45.2 - $47.87 $11,842 - $12,541
-262 Reduced 5.61%
4,411 $209,000
Q2 2024

Aug 13, 2024
BUY
$44.66 - $45.99 $208,696 - $214,911
4,673 New
4,673 $212,000
Q3 2023

Nov 13, 2023
BUY
$44.14 - $46.33 $216,639 - $227,387
4,908 New
4,908 $217,000
Q3 2022

Oct 27, 2022
SELL
$44.98 - $49.09 $59,238 - $64,651
-1,317 Reduced 18.99%
5,620 $255,000
Q2 2022

Aug 08, 2022
SELL
$46.62 - $50.36 $137,529 - $148,562
-2,950 Reduced 29.84%
6,937 $333,000
Q1 2022

May 04, 2022
SELL
$50.05 - $53.52 $80,780 - $86,381
-1,614 Reduced 14.03%
9,887 $501,000
Q4 2021

Feb 10, 2022
SELL
$53.63 - $54.52 $7,722 - $7,850
-144 Reduced 1.24%
11,501 $621,000
Q3 2021

Nov 12, 2021
SELL
$54.26 - $55.17 $74,824 - $76,079
-1,379 Reduced 10.59%
11,645 $633,000
Q2 2021

Aug 12, 2021
BUY
$53.9 - $54.6 $44,575 - $45,154
827 Added 6.78%
13,024 $712,000
Q1 2021

May 06, 2021
SELL
$53.75 - $55.97 $40,473 - $42,145
-753 Reduced 5.81%
12,197 $659,000
Q4 2020

Feb 12, 2021
BUY
$55.56 - $56.23 $673,553 - $681,676
12,123 Added 1465.9%
12,950 $726,000
Q3 2020

Nov 04, 2020
SELL
$56.07 - $56.92 $673,793 - $684,007
-12,017 Reduced 93.56%
827 $46,000
Q2 2020

Aug 07, 2020
SELL
$54.35 - $56.24 $59,187 - $61,245
-1,089 Reduced 7.82%
12,844 $722,000
Q1 2020

May 15, 2020
BUY
$50.33 - $56.09 $4,781 - $5,328
95 Added 0.69%
13,933 $756,000
Q4 2019

Feb 12, 2020
BUY
$53.21 - $54.14 $117,274 - $119,324
2,204 Added 18.94%
13,838 $739,000
Q3 2019

Oct 22, 2019
BUY
$53.15 - $53.86 $618,347 - $626,607
11,634 New
11,634 $626,000

Others Institutions Holding SCHZ

# of Institutions
659
Shares Held
143M
Call Options Held
100
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
Track This Portfolio

Track Prospera Financial Services Inc Portfolio

Follow Prospera Financial Services Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Prospera Financial Services Inc, based on Form 13F filings with the SEC.

News

Stay updated on Prospera Financial Services Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email