Lazari Capital Management’s Charles Schwab SCHW Stock Holding History

Lazari Capital Management’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$603K	Buy
2025 Q2	$576K	Sell
2025 Q1	$536K	Sell
2024 Q4	$615K	Sell
2024 Q3	$573K	Sell
2024 Q2	$678K	Sell
2024 Q1	$689K	Buy
2023 Q4	$655K	Buy
2023 Q3	$467K	Buy
2023 Q2	$288K	Buy