LCM
Lomas Capital Management’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-291,287
| Closed | -$11.5M | – | 40 |
|
|
2016
Q4 | $11.5M | Buy |
+291,287
| New | +$11.5M | 2.54% | 18 |
|
|
2015
Q3 | – | Sell |
-801,134
| Closed | -$26.2M | – | 51 |
|
|
2015
Q2 | $26.2M | Sell |
801,134
-2,877
| -0.4% | -$93.9K | 4.37% | 3 |
|
|
2015
Q1 | $24.5M | Buy |
804,011
+21,811
| +3% | +$664K | 4.3% | 5 |
|
|
2014
Q4 | $23.6M | Buy |
+782,200
| New | +$23.6M | 4.15% | 5 |
|