Provence Wealth Management Group’s Charles Schwab SCHW Stock Holding History

Provence Wealth Management Group’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$271K	Buy
2023 Q3	$11K	Buy
2023 Q1	–	Sell
2022 Q4	$207K	Buy