Provenance Wealth Advisors, LLC
Position in SCHW — Schwab Charles Corp
CIK 2081584
FORT LAUDERDALE, FL
Position in SCHW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,952
-$14,192 QoQ
Shares Held
32
-86.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,262
of 2,304 holders
Holding Since
Dec 2023
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Provenance Wealth Advisors, LLC holds $466,911 across 4 Capital Markets names. SCHW ranks #3 (0.6% of the industry book) .
All Filings in SCHW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,952 | 32 | Shares | Sole | 2026-07-24 | |
| 2024-03-31 | $17,144 | 237 | Shares | Sole | 2025-08-15 | |
| 2023-12-31 | $16,305 | 237 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||