Lountzis 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
$471K Hold
2025
Q1
$414K Sell
2024
Q4
$675K Sell
2024
Q3
$599K Buy
2024
Q2
$591K Hold
2024
Q1
$580K Hold
2023
Q4
$552K Hold
2023
Q3
$440K Hold
2023
Q2
$497K Hold
2023
Q1
$420K Buy