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 $24,596. This represents 0.04% of its overall portfolio holdings.

Number of Shares
875
Previous 1,019 14.13%
Holding current value
$24,596
Previous $72,000 8.33%
% of portfolio
0.04%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024

SELL
$66.9 - $76.32 $9,633 - $10,990
-144 Reduced 14.13%
875 $66,000
Q3 2023

Nov 13, 2023

BUY
$70.63 - $75.66 $71,971 - $77,097
1,019 New
1,019 $72,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Provence Wealth Management Group Portfolio

Follow Provence Wealth Management Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Provence Wealth Management Group, based on Form 13F filings with the SEC.

News

Stay updated on Provence Wealth Management Group with notifications on news.