Prosperitas Financial LLC Schwab Strategic Tr Us Large C Transaction History
Prosperitas Financial LLC
- $186 Billion
- Q3 2024
A detailed history of Prosperitas Financial LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Prosperitas Financial LLC holds 92,752 shares of SCHG stock, worth $2.42 Million. This represents 5.2% of its overall portfolio holdings.
Number of Shares
92,752
Previous 90,587
2.39%
Holding current value
$2.42 Million
Previous $9.13 Billion
5.78%
% of portfolio
5.2%
Previous 5.57%
Shares
5 transactions
Others Institutions Holding SCHG
# of Institutions
1,280Shares Held
172MCall Options Held
87.6KPut Options Held
27.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$277 Million2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$261 Million0.36% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$255 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$238 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$117 Million14.61% of portfolio