Michael J. Puzo’s Charles Schwab SCHW Stock Holding History

Michael J. Puzo’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	$1.62M	Buy
2025 Q1	$378K	Buy
2015 Q4	–	Sell
2015 Q3	$5K	Buy
2015 Q2	$6K	Buy