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Schwab Strategic Tr intrm trm shares owned by Provence Wealth Management Group

Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Provence Wealth Management Group from 13F filings

Historical chart of Provence Wealth Management Group investment in Schwab Strategic Tr intrm trm

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr intrm trm held by Provence Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr intrm trm by Provence Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $502k 10k 49.72
2023-09-30 $633k 13k 47.94
2023-06-30 $208k 4.2k 49.28

More positions owned by Provence Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Core MF Closed and MF Open (IUSB)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
NVIDIA Corporation (NVDA)
Ishares Tr Mbs Etf (MBB)
Wisdomtree Trust MF Closed and MF Open (DGRW)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr National Mun Etf (MUB)
Ishares Msci MF Closed and MF Open (EFG)
Amazon (AMZN)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Tesla Motors (TSLA)

View all positions for Provence Wealth Management Group

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Advisory
Royal Bank of Canada
Stifel Financial
Goldman Sachs Group
Jpmorgan Chase & Co
Creative Planning
Crane Advisory
Pacific Sage Partners
Wealth Enhancement Advisory Services
Intelligence Driven Advisers
Hilton Capital Management
Streettalk Advisors
Cornerstone Wealth Advisors
Madison Asset Management
Allspring Global Investments Holdings

View all funds holding Schwab Strategic Tr intrm trm