Provence Wealth Management Group Schwab Strategic Tr Us Dividen Transaction History
Provence Wealth Management Group
- $186 Million
- Q4 2023
A detailed history of Provence Wealth Management Group transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Provence Wealth Management Group holds 875 shares of SCHD stock, worth $23,835. This represents 0.04% of its overall portfolio holdings.
Number of Shares
875
Previous 1,019
14.13%
Holding current value
$23,835
Previous $72,000
8.33%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,059Shares Held
873MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio