Lountzis Asset Management’s Charles Schwab SCHW Stock Holding History

Lountzis Asset Management’s Portfolio SCHW Stock Details SCHW Fund Activity

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