Provence Wealth Management Group Schwab Strategic Tr Us Dividen Transaction History
Provence Wealth Management Group
- $186 Million
- Q4 2023
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 $23,248. This represents 0.04% of its overall portfolio holdings.
Number of Shares
875
Previous 1,019
14.13%
Holding current value
$23,248
Previous $72,000
8.33%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,015Shares Held
843MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$878 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$770 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$759 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$756 Million4.28% of portfolio