Charles Schwab Corporation shares owned by Providence Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Providence Wealth Advisors
from 13F filings
Historical chart of Providence Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Providence Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 16k | 71.12 |
| 2023-09-30 | $805k | 15k | 53.42 |
| 2023-06-30 | $845k | 15k | 56.69 |
| 2023-03-31 | $864k | 16k | 55.43 |
| 2022-12-31 | $1.3M | 15k | 83.16 |
| 2022-09-30 | $1.2M | 15k | 79.34 |
| 2022-06-30 | $1.1M | 17k | 63.10 |
| 2022-03-31 | $1.3M | 16k | 83.53 |
| 2021-12-31 | $1.4M | 16k | 91.10 |
| 2021-09-30 | $1.1M | 16k | 73.53 |
| 2021-06-30 | $1.1M | 16k | 71.94 |
| 2021-03-31 | $1.0M | 16k | 65.18 |
| 2020-12-31 | $814k | 16k | 52.44 |
| 2020-09-30 | $545k | 15k | 36.22 |
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