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Provident Wealth Management, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Provident Wealth Management, LLC on SCHD, newest first. How the timeline and the estimate are built.

Provident Wealth Management, LLC held 9,442 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,442 shares
    Change vs previous 13F +341 shares

    0.08% of the 13F portfolio, value $299,410.

    13F-HR 0001398344-26-013424 filed by Provident Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 9,101 shares
    Change vs previous 13F +194 shares

    0.08% of the 13F portfolio, value $279,207.

    13F-HR 0001398344-26-006673 filed by Provident Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,907 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $244,319.

    13F-HR 0001398344-26-001490 filed by Provident Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,907 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $243,161.

    13F-HR 0001398344-25-019221 filed by Provident Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,907 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $236,036.

    13F-HR 0001398344-25-013303 filed by Provident Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,907 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $249,040.

    13F-HR 0001398344-25-007377 filed by Provident Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,907 shares
    Change vs previous 13F +5,938 shares

    0.08% of the 13F portfolio, value $243,339.

    13F-HR 0001398344-25-001941 filed by Provident Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,969 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $250,970.

    13F-HR 0001398344-24-018917 filed by Provident Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).