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Provence Wealth Management Group

SEC CIK
0001925991
Latest filing
Feb 6, 2024

SCHW holding history

Schwab Charles Corp in every 13F filed by Provence Wealth Management Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q4 2023 holdings

Shares (Q4 2023)
3,946
Value
$271.5K
% of portfolio
0.1%
Quarters held
3
Since Q4 2022
Holdings of SCHW by Provence Wealth Management Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20233,946$271.5K0.1%+3,746+1,873.0%AddedHolders
Q3 2023200$11.0K<0.1%+200NewHolders
Q1 20230$00.0%−2,492−100.0%Sold outHolders
Q4 20222,492$207.5K0.2%+2,492NewHolders