Lakehouse Capital’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 | $14.3M | Hold |
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|
2025
Q1 | $12.2M | Hold |
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|
2024
Q4 | $11.6M | Hold |
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|
2024
Q3 | $10.1M | Hold |
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|
2024
Q2 | $11.5M | Hold |
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|
2024
Q1 | $11.3M | Hold |
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|
2023
Q4 | $10.8M | Hold |
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|
2023
Q3 | $8.59M | Hold |
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|
2023
Q2 | $8.87M | Hold |
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|
2023
Q1 | $8.2M | Buy |
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|
2022
Q4 | $8.62M | Buy |
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|
2022
Q3 | $1.63M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $5.94M | Hold |
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|
2021
Q3 | $5.15M | Hold |
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|
2021
Q2 | $5.14M | Buy |
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|
2020
Q4 | $14.1M | Buy |
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|
2020
Q1 | $11.9M | Buy |
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