A detailed history of Prosperity Wealth Management, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Prosperity Wealth Management, Inc. holds 15,085 shares of SCHA stock, worth $391,154. This represents 0.35% of its overall portfolio holdings.

Number of Shares
15,085
Previous 23,958 37.04%
Holding current value
$391,154
Previous $1.18 Billion 39.32%
% of portfolio
0.35%
Previous 0.56%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$45.24 - $49.04 $401,414 - $435,131
-8,873 Reduced 37.04%
15,085 $716 Million
Q1 2024

May 15, 2024

SELL
$44.84 - $49.24 $704,884 - $774,052
-15,720 Reduced 39.62%
23,958 $1.18 Billion
Q4 2023

Jan 30, 2024

BUY
$38.13 - $48.02 $1.51 Million - $1.91 Million
39,678 New
39,678 $1.87 Billion
Q2 2023

Sep 12, 2023

SELL
$39.91 - $43.82 $552,673 - $606,819
-13,848 Closed
0 $0
Q1 2023

Sep 12, 2023

BUY
$39.82 - $46.36 $551,427 - $641,993
13,848 New
13,848 $581 Million

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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