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 $24,972. This represents 0.04% of its overall portfolio holdings.
Number of Shares
875
Previous 1,019
14.13%
Holding current value
$24,972
Previous $72,000
8.33%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,939Shares Held
823MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.42 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.04 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$813 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$765 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$742 Million4.56% of portfolio