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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$21.4K Buy
+235
New +$21.4K 0.01% 182
2019
Q1 		– Sell
-2,263
Closed -$111K – 168
2018
Q4 		$111K Hold
2,263
– – 0.08% 104
2018
Q3 		$111K Buy
+2,263
New +$111K 0.08% 104