Provident Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Provident Wealth Management, LLC
- $292 Million
- Q3 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 2,969 shares of SCHD stock, worth $82,627. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,969
Previous 2,969
-0.0%
Holding current value
$82,627
Previous $230,000
8.7%
% of portfolio
0.09%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,829Shares Held
439MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$421 Million4.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio