Provident Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Provident Wealth Management, LLC
- $298 Million
- Q4 2024
A detailed history of Provident Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Provident Wealth Management, LLC holds 8,907 shares of SCHD stock, worth $253,493. This represents 0.08% of its overall portfolio holdings.
Number of Shares
8,907
Previous 2,969
200.0%
Holding current value
$253,493
Previous $250,000
2.8%
% of portfolio
0.08%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,944Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.41 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.03 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$810 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$763 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$740 Million4.56% of portfolio