LIA
LBMC Investment Advisors’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Hold |
4,388
| – | – | 0.03% | 138 |
|
|
2025
Q1 | $343K | Hold |
4,388
| – | – | 0.03% | 144 |
|
|
2024
Q4 | $325K | Hold |
4,388
| – | – | 0.03% | 154 |
|
|
2024
Q3 | $284K | Hold |
4,388
| – | – | 0.02% | 156 |
|
|
2024
Q2 | $323K | Hold |
4,388
| – | – | 0.03% | 137 |
|
|
2024
Q1 | $317K | Buy |
+4,388
| New | +$317K | 0.03% | 134 |
|