PCG Wealth Advisors, LLC

SEC CIK: 0001905393
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

SCHW holding history

Schwab Charles Corp in every 13F filed by PCG Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overview All 13F holders of SCHW Full Q2 2026 holdings

Shares (Q1 2023): 0; Sold out in Q1 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2022

Holdings of SCHW by PCG Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2023	0	$0	0.0%	−3,028−100.0%	Sold out	Holders
Q4 2022	3,028	$252.1K	0.2%	−2,994−49.7%	Reduced	Holders
Q3 2022	6,022	$433.0K	0.2%	+331+5.8%	Added	Holders
Q2 2022	5,691	$360.0K	0.3%	+5,691	New	Holders