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 $236,658. This represents 0.08% of its overall portfolio holdings.
Number of Shares
8,907
Previous 8,907
-0.0%
Holding current value
$236,658
Previous $236,000
2.97%
% of portfolio
0.08%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
2,034Shares Held
840MCall Options Held
4.51MPut Options Held
2.75M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.11 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% 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