Provident Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Provident Wealth Management, LLC
- $324 Million
- Q3 2025
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 $242,626. This represents 0.08% of its overall portfolio holdings.
Number of Shares
8,907
Previous 8,907
-0.0%
Holding current value
$242,626
Previous $236,000
2.97%
% of portfolio
0.08%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
2,056Shares Held
872MCall 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