Prosperity Wealth Management, Inc. Schwab Strategic Tr 5 10 Yr C Transaction History
Prosperity Wealth Management, Inc.
- $295 Billion
- Q3 2025
A detailed history of Prosperity Wealth Management, Inc. transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Prosperity Wealth Management, Inc. holds 22,868 shares of SCHI stock, worth $524,134. This represents 0.18% of its overall portfolio holdings.
Number of Shares
22,868
Previous 23,020
0.66%
Holding current value
$524,134
Previous $524 Million
0.74%
% of portfolio
0.18%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding SCHI
# of Institutions
250Shares Held
52.2MCall Options Held
0Put Options Held
9K-
River Front Investment Group, LLC Richmond, VA8.42MShares$193 Million3.56% of portfolio
-
Captrust Financial Advisors Raleigh, NC7.46MShares$171 Million0.37% of portfolio
-
Envestnet Asset Management Inc7.36MShares$169 Million0.05% of portfolio
-
Campbell Wealth Management5.68MShares$130 Million11.29% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.44MShares$55.9 Million0.02% of portfolio