LCM 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 | $318K | Hold |
3,490
| – | – | 0.17% | 75 |
|
|
2025
Q1 | $273K | Hold |
3,490
| – | – | 0.16% | 79 |
|
|
2024
Q4 | $258K | Hold |
3,490
| – | – | 0.15% | 83 |
|
|
2024
Q3 | $226K | Buy |
3,490
+25
| +0.7% | +$1.62K | 0.13% | 85 |
|
|
2024
Q2 | $255K | Hold |
3,465
| – | – | 0.16% | 73 |
|
|
2024
Q1 | $251K | Hold |
3,465
| – | – | 0.16% | 75 |
|
|
2023
Q4 | $238K | Buy |
+3,465
| New | +$238K | 0.17% | 76 |
|
|
2023
Q1 | – | Sell |
-3,472
| Closed | -$289K | – | 95 |
|
|
2022
Q4 | $289K | Hold |
3,472
| – | – | 0.28% | 53 |
|
|
2022
Q3 | $250K | Hold |
3,472
| – | – | 0.26% | 58 |
|
|
2022
Q2 | $219K | Hold |
3,472
| – | – | 0.22% | 73 |
|
|
2022
Q1 | $293K | Hold |
3,472
| – | – | 0.24% | 67 |
|
|
2021
Q4 | $292K | Hold |
3,472
| – | – | 0.23% | 68 |
|
|
2021
Q3 | $253K | Sell |
3,472
-138
| -4% | -$10.1K | 0.21% | 72 |
|
|
2021
Q2 | $263K | Sell |
3,610
-92
| -2% | -$6.7K | 0.22% | 69 |
|
|
2021
Q1 | $241K | Sell |
3,702
-90
| -2% | -$5.86K | 0.22% | 71 |
|
|
2020
Q4 | $202K | Buy |
+3,792
| New | +$202K | 0.19% | 74 |
|