Lugano Financial Advisors SA (LFA)’s Charles Schwab SCHW Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$21.4K	Buy
2019 Q1	–	Sell
2018 Q4	$111K	Hold
2018 Q3	$111K	Buy