Prosperity Wealth Management, Inc. Schwab Strategic Tr Us Large C Transaction History

Prosperity Wealth Management, Inc.

$250 Billion
Q3 2024

A detailed history of Prosperity Wealth Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Prosperity Wealth Management, Inc. holds 111,583 shares of SCHG stock, worth $3.23 Million. This represents 4.65% of its overall portfolio holdings.

Number of Shares

111,583

Previous 104,469 6.81%

Holding current value

$3.23 Million

Previous $10.5 Billion 10.35%

% of portfolio

4.65%

Previous 5.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$92.63 - $105.69 $658,969 - $751,878	7,114 Added 6.81%	111,583 $11.6 Billion
Q2 2024 Aug 13, 2024	BUY	$87.04 - $101.61 $258,421 - $301,680	2,969 Added 2.93%	104,469 $10.5 Billion
Q1 2024 May 15, 2024	BUY	$80.6 - $93.32 $36,028 - $41,714	447 Added 0.44%	101,500 $9.41 Billion
Q4 2023 Jan 30, 2024	SELL	$70.08 - $83.37 $195,593 - $232,685	-2,791 Reduced 2.69%	101,053 $8.38 Billion
Q3 2023 Nov 07, 2023	SELL	$71.99 - $78.02 $900,738 - $976,186	-12,512 Reduced 10.75%	103,844 $7.55 Billion
Q2 2023 Sep 12, 2023	BUY	$63.6 - $74.95 $2.61 Million - $3.07 Million	41,003 Added 54.41%	116,356 $8.72 Billion
Q1 2023 Sep 12, 2023	BUY	$54.19 - $65.17 $2.2 Million - $2.65 Million	40,654 Added 117.16%	75,353 $4.91 Billion
Q4 2022 Sep 12, 2023	BUY	$54.31 - $60.76 $1.88 Million - $2.11 Million	34,699 New	34,699 $1.93 Billion

Others Institutions Holding SCHG

# of Institutions

1,314

Shares Held

181M

Call Options Held

140K

Put Options Held

91.5K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Prosperity Wealth Management, Inc. Schwab Strategic Tr Us Large C Transaction History