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 4,411 shares of SCHZ stock, worth $99,997. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,411
Previous 4,673 5.61%
Holding current value
$99,997
Previous $212,000 1.42%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB US AGGREGATE BOND ETF


  • 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.