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 $24,561. This represents 0.04% of its overall portfolio holdings.
Number of Shares
875
Previous 1,019
14.13%
Holding current value
$24,561
Previous $72,000
8.33%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,800Shares Held
384MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$753 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$324 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$311 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$239 Million4.81% of portfolio