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Lantz Financial’s Charles Schwab SCHW Stock Holding History

Lantz Financial’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$279K Buy
3,062
+41
+1% +$3.74K 0.07% 190
2025
Q1 		$237K Buy
3,021
+100
+3% +$7.83K 0.06% 190
2024
Q4 		$216K Buy
+2,921
New +$216K 0.06% 213