LECAP Asset Management’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.04M Sell
2025
Q1
$2.3M Sell
2024
Q4
$3.7M Buy
2024
Q3
$948K Buy
2024
Q2
$622K Sell
2024
Q1
$3.39M Buy