LAM
LECAP Asset Management’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Sell |
22,312
-7,119
| -24% | -$650K | 0.72% | 26 |
|
|
2025
Q1 | $2.3M | Sell |
29,431
-20,598
| -41% | -$1.61M | 0.54% | 62 |
|
|
2024
Q4 | $3.7M | Buy |
50,029
+35,399
| +242% | +$2.62M | 1% | 3 |
|
|
2024
Q3 | $948K | Buy |
14,630
+6,191
| +73% | +$401K | 0.2% | 182 |
|
|
2024
Q2 | $622K | Sell |
8,439
-38,401
| -82% | -$2.83M | 0.13% | 243 |
|
|
2024
Q1 | $3.39M | Buy |
+46,840
| New | +$3.39M | 0.71% | 36 |
|