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 $2.68 Million. This represents 5.2% of its overall portfolio holdings.
Number of Shares
92,752
Previous 90,587
2.39%
Holding current value
$2.68 Million
Previous $9.13 Billion
5.78%
% of portfolio
5.2%
Previous 5.57%
Shares
5 transactions
Others Institutions Holding SCHG
# of Institutions
1,314Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$326 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$317 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$283 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$277 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$141 Million5.48% of portfolio