Providence Wealth Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
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|
2025
Q1 | $1.27M | Buy |
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|
2024
Q4 | $1.22M | Sell |
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|
2024
Q3 | $1.2M | Buy |
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|
2024
Q2 | $1.2M | Buy |
|
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|
2024
Q1 | $1.13M | Buy |
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|
2023
Q4 | $944K | Sell |
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|
2023
Q3 | $805K | Buy |
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|
2023
Q2 | $845K | Sell |
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|
2023
Q1 | $864K | Buy |
|
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|
2022
Q4 | $1.28M | Buy |
|
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|
2022
Q3 | $1.22M | Sell |
|
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|
2022
Q2 | $1.07M | Buy |
|
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|
2022
Q1 | $1.31M | Buy |
|
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|
2021
Q4 | $1.42M | Hold |
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|
2021
Q3 | $1.15M | Sell |
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|
2021
Q2 | $1.13M | Sell |
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|
2021
Q1 | $1.03M | Buy |
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|
2020
Q4 | $814K | Buy |
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|
2020
Q3 | $545K | Buy |
|