Inspire Advisors’s Charles Schwab SCHW Stock Holding History

Inspire Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$906K	Sell
2024 Q4	$1.47M	Buy
2024 Q3	$1.24M	Buy
2024 Q2	$1.38M	Buy
2024 Q1	$1.35M	Buy
2023 Q4	$1.19M	Buy
2023 Q3	$556K	Buy
2023 Q2	$476K	Buy
2021 Q1	–	Sell
2020 Q4	$6K	Buy