Prosperitas Financial LLC Schwab Strategic Tr Us Dividen Transaction History
Prosperitas Financial LLC
- $186 Billion
- Q3 2024
A detailed history of Prosperitas Financial LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Prosperitas Financial LLC holds 94,566 shares of SCHD stock, worth $2.66 Million. This represents 4.3% of its overall portfolio holdings.
Number of Shares
94,566
Previous 78,980
19.73%
Holding current value
$2.66 Million
Previous $6.14 Billion
30.16%
% of portfolio
4.3%
Previous 3.74%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,705Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$314 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$286 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$251 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$233 Million4.66% of portfolio