Skip to content
Disclosery

Provident Wealth Management, LLC: SCHG position timeline

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

Provident Wealth Management, LLC held 1,277,545 SCHG 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 1,277,545 shares
    Change vs previous 13F -6,995 shares

    11.13% of the 13F portfolio, value $43,232,128.

    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 1,284,540 shares
    Change vs previous 13F +3,087 shares

    11.32% of the 13F portfolio, value $37,418,639.

    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 1,281,453 shares
    Change vs previous 13F -4,764 shares

    12.38% of the 13F portfolio, value $41,801,016.

    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 1,286,217 shares
    Change vs previous 13F -7,652 shares

    12.41% of the 13F portfolio, value $41,043,192.

    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 1,293,869 shares
    Change vs previous 13F -7,712 shares

    12.36% of the 13F portfolio, value $37,793,915.

    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 1,301,581 shares
    Change vs previous 13F +15,162 shares

    11.23% of the 13F portfolio, value $32,591,601.

    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 1,286,419 shares
    Change vs previous 13F +973,317 shares

    11.96% of the 13F portfolio, value $35,852,492.

    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 313,102 shares
    Change vs previous 13F not available

    11.13% of the 13F portfolio, value $32,618,934.

    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).