Prosperity Consulting Group, LLC Schwab Strategic Tr 1000 Index Transaction History
Prosperity Consulting Group, LLC
- $2 Billion
- Q3 2025
A detailed history of Prosperity Consulting Group, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Prosperity Consulting Group, LLC holds 7,042 shares of SCHK stock, worth $227,456. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,042Holding current value
$227,456% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
238Shares Held
71.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA44.6MShares$1.44 Billion2.75% of portfolio
-
Legacy Wealth Management, Inc6.36MShares$205 Million12.04% of portfolio
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Warwick Investment Management, Inc.3.5MShares$113 Million19.69% of portfolio
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Creative Planning Overland Park, KS3.13MShares$101 Million0.08% of portfolio
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Armstrong Advisory Group, Inc Needham, MA2.53MShares$81.6 Million5.56% of portfolio