Lazari Capital Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Sell |
6,308
-540
| -8% | -$49.3K | 0.22% | 75 |
|
|
2025
Q1 | $536K | Sell |
6,848
-1,466
| -18% | -$115K | 0.22% | 77 |
|
|
2024
Q4 | $615K | Sell |
8,314
-526
| -6% | -$38.9K | 0.25% | 67 |
|
|
2024
Q3 | $573K | Sell |
8,840
-361
| -4% | -$23.4K | 0.25% | 71 |
|
|
2024
Q2 | $678K | Sell |
9,201
-330
| -3% | -$24.3K | 0.31% | 59 |
|
|
2024
Q1 | $689K | Buy |
9,531
+4
| +0% | +$289 | 0.37% | 46 |
|
|
2023
Q4 | $655K | Buy |
9,527
+1,014
| +12% | +$69.8K | 0.38% | 46 |
|
|
2023
Q3 | $467K | Buy |
8,513
+3,429
| +67% | +$188K | 0.28% | 58 |
|
|
2023
Q2 | $288K | Buy |
+5,084
| New | +$288K | 0.16% | 87 |
|