Lazard Frères Gestion’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 | $250K | Buy |
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|
2025
Q2 | – | Hold |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.86M | Hold |
|
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|
2023
Q2 | $1.92M | Sell |
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|
2023
Q1 | $1.54M | Sell |
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|
2022
Q4 | $3.22M | Sell |
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|
2022
Q3 | $2.89M | Sell |
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|
2022
Q2 | $2.56M | Sell |
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|
2022
Q1 | $3.51M | Sell |
|
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|
2021
Q4 | $4.55M | Hold |
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|
2021
Q3 | $3.94M | Hold |
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|
2021
Q2 | $3.32M | Hold |
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|
2021
Q1 | $3M | Sell |
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|
2020
Q4 | $3.15M | Buy |
|