Michael J. Puzo’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 | $1.62M | Buy |
17,778
+12,950
| +268% | +$1.18M | 0.46% | 39 |
|
|
2025
Q1 | $378K | Buy |
+4,828
| New | +$378K | 0.11% | 55 |
|
|
2015
Q4 | – | Sell |
-190
| Closed | -$5K | – | 105 |
|
|
2015
Q3 | $5K | Buy |
190
+20
| +12% | +$526 | ﹤0.01% | 110 |
|
|
2015
Q2 | $6K | Buy |
+170
| New | +$6K | ﹤0.01% | 114 |
|