LAM
Lountzis Asset Management’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $471K | Hold |
5,166
| – | – | 0.17% | 39 |
|
|
2025
Q1 | $414K | Sell |
5,166
-3,950
| -43% | -$317K | 0.16% | 38 |
|
|
2024
Q4 | $675K | Sell |
9,116
-133
| -1% | -$9.84K | 0.29% | 28 |
|
|
2024
Q3 | $599K | Buy |
9,249
+1,230
| +15% | +$79.7K | 0.25% | 32 |
|
|
2024
Q2 | $591K | Hold |
8,019
| – | – | 0.28% | 27 |
|
|
2024
Q1 | $580K | Hold |
8,019
| – | – | 0.27% | 28 |
|
|
2023
Q4 | $552K | Hold |
8,019
| – | – | 0.3% | 25 |
|
|
2023
Q3 | $440K | Hold |
8,019
| – | – | 0.25% | 28 |
|
|
2023
Q2 | $497K | Hold |
8,019
| – | – | 0.27% | 28 |
|
|
2023
Q1 | $420K | Buy |
+8,019
| New | +$420K | 0.25% | 31 |
|