LRI Investments’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Buy |
3,708
+1,419
| +62% | +$129K | 0.03% | 217 |
|
|
2025
Q1 | $179K | Buy |
2,289
+18
| +0.8% | +$1.41K | 0.02% | 287 |
|
|
2024
Q4 | $168K | Hold |
2,271
| – | – | 0.02% | 306 |
|
|
2024
Q3 | $182K | Buy |
2,271
+203
| +10% | +$16.3K | 0.02% | 300 |
|
|
2024
Q2 | $152K | Buy |
2,068
+1,882
| +1,012% | +$139K | 0.02% | 301 |
|
|
2024
Q1 | $13.5K | Buy |
+186
| New | +$13.5K | ﹤0.01% | 447 |
|