Provident Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Provident Wealth Management, LLC
- $289 Million
- Q1 2025
A detailed history of Provident Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Provident Wealth Management, LLC holds 1,301,581 shares of SCHG stock, worth $30.8 Million. This represents 11.26% of its overall portfolio holdings.
Number of Shares
1,301,581
Previous 1,286,419
1.18%
Holding current value
$30.8 Million
Previous $35.9 Million
9.1%
% of portfolio
11.26%
Previous 12.02%
Shares
19 transactions
Others Institutions Holding SCHG
# of Institutions
1,484Shares Held
2.27BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$37 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.01 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$941 Million2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$927 Million14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$903 Million1.41% of portfolio