Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Provident Wealth Management »

Schwab Strategic Tr us dividend eq shares owned by Provident Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Provident Wealth Management from 13F filings

Historical chart of Provident Wealth Management investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Provident Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Provident Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$239k	3.0k	80.63
2022-06-30	$1.0k	15	66.67
2020-09-30	$25k	459	54.47
2020-06-30	$24k	459	52.29

More positions owned by Provident Wealth Management

Pacer Fds Tr Us Cash Cows 100 (COWZ)

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

Vanguard Admiral Fds 500 Val Idx Fd (VOOV)

Ishares Tr Core Div Grwth (DGRO)

T Rowe Price Etf Us Equity Resear (TSPA)

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

Vanguard Index Fds Mcap Vl Idxvip (VOE)

Harbor Etf Trust Long Term Grower (WINN)

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

Vanguard Index Fds Mcap Gr Idxvip (VOT)

Ishares Tr Core S&p Scp Etf (IJR)

Schwab Strategic Tr Us Sml Cap Etf (SCHA)

Pacer Fds Tr Pacer Us Small (CALF)

Spdr Ser Tr S&p 600 Smcp Val (SLYV)

View all positions for Provident Wealth Management

Top funds holding Schwab Strategic Tr us dividend eq

Bank of America Corporation

Charles Schwab Investment Advisory

H D Vest Advisory Services

Sumitomo Life Insurance

Raymond James Financial Services Advisors

Commonwealth Equity Services

Advisor Group Holdings

Orgel Wealth Management

Wells Fargo & Company

Jpmorgan Chase & Co

Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z