Provident Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Provident Wealth Management, LLC
- $273 Million
- Q2 2024
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 319,877 shares of SCHX stock, worth $21.6 Million. This represents 7.53% of its overall portfolio holdings.
Number of Shares
319,877
Previous 315,510
1.38%
Holding current value
$21.6 Million
Previous $19.6 Million
4.96%
% of portfolio
7.53%
Previous 7.36%
Shares
19 transactions
Others Institutions Holding SCHX
# of Institutions
1,314Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$10.1 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.91 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$968 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$847 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$716 Million25.33% of portfolio