Lummis Asset Management’s Charles Schwab SCHW Stock Holding History

Lummis 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	$1.85M	Sell
2025 Q1	$1.6M	Buy
2024 Q4	$886K	Hold
2024 Q3	$776K	Sell
2024 Q2	$888K	Buy
2024 Q1	$863K	Sell
2023 Q4	$1.39M	Buy