Prosperity Consulting Group, LLC SCHD Holdings History
Prosperity Consulting Group, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Prosperity Consulting Group, LLC held 1.19 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $33.20 Mil. This investment constitutes 2.57% of their stock portfolio, and Prosperity Consulting Group, LLC now holds 0.05% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2021Q4. And since then Prosperity Consulting Group, LLC has made 13 purchases of SCHD, at an average price of $43.01, for a total of 1.19 Mil shares. In addition, there have been 1 sales at an average price of $78.09 for 6,493.00 shares. Based on historical transaction data and SCHD's current price of $27.06, Prosperity Consulting Group, LLC's estimated gain on his SCHD holdings is $-18.72 Mil, reflecting a -36.44% gain to date.
Prosperity Consulting Group, LLC SCHD ($27.06) Holding Chart
Prosperity Consulting Group, LLC SCHD ($27.06) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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