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Lebenthal Asset Management’s Charles Schwab SCHW Stock Holding History

Lebenthal Asset Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$1.65M Hold
40,384
– – 0.2% 157
2016
Q4 		$1.59M Sell
40,384
-1,688
-4% -$66.6K 0.21% 149
2016
Q3 		$1.33M Buy
42,072
+3,127
+8% +$98.7K 0.17% 175
2016
Q2 		$986K Buy
+38,945
New +$986K 0.13% 199