C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors »

Schwab Strategic Tr us dividend eq shares owned by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors from 13F filings

Historical chart of C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $766k 28k 27.43
2025-03-31 $441k 16k 27.87
2024-12-31 $358k 13k 27.32
2024-09-30 $579k 6.8k 84.54
2024-06-30 $551k 7.1k 77.76
2024-03-31 $970k 12k 80.63