ProVise Management Group’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
Q3 | $17.8M | Buy |
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|
2025
Q2 | $16.6M | Buy |
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|
2025
Q1 | $13.9M | Buy |
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|
2024
Q4 | $12.3M | Buy |
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|
2024
Q3 | $10.7M | Buy |
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|
2024
Q2 | $11.7M | Buy |
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|
2024
Q1 | $11M | Buy |
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|
2023
Q4 | $9.38M | Sell |
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|
2023
Q3 | $7.92M | Sell |
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|
2023
Q2 | $8.48M | Buy |
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|
2023
Q1 | $5.93M | Buy |
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|
2022
Q4 | $6.98M | Buy |
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|
2022
Q3 | $2.75M | Buy |
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|
2022
Q2 | $1.88M | Buy |
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|
2022
Q1 | $1.65M | Buy |
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|
2021
Q4 | $1.46M | Buy |
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|
2021
Q3 | $787K | Buy |
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|
2021
Q2 | $563K | Buy |
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|
2021
Q1 | $312K | Buy |
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|
2020
Q4 | $225K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.5M | Sell |
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|
2019
Q4 | $5.44M | Buy |
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|
2019
Q3 | $4.76M | Buy |
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|
2019
Q2 | $4.54M | Buy |
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|
2019
Q1 | $4.47M | Buy |
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|
2018
Q4 | $1.21M | Buy |
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|
2018
Q3 | $584K | Buy |
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|
2018
Q2 | $11.9K | Buy |
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|
2018
Q1 | $596K | Sell |
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|
2017
Q4 | $638K | Sell |
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|
2017
Q3 | $582K | Sell |
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|
2017
Q2 | $795K | Sell |
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|
2017
Q1 | $817K | Sell |
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|
2016
Q4 | $802K | Buy |
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|
2016
Q3 | $617K | Buy |
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|
2016
Q2 | $446K | Sell |
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|
2016
Q1 | $522K | Sell |
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|
2015
Q4 | $2.25M | Buy |
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|
2015
Q3 | $1.48M | Sell |
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|
2015
Q2 | $1.69M | Hold |
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|
2015
Q1 | $1.58M | Buy |
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|
2014
Q4 | $1.56M | Sell |
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|
2014
Q3 | $1.55M | Sell |
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|
2014
Q2 | $1.44M | Buy |
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|
2014
Q1 | $1.45M | Sell |
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|
2013
Q4 | $1.4M | Sell |
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|
2013
Q3 | $1.18M | Buy |
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|
2013
Q2 | $1.07M | Buy |
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