Charles Schwab’s CGI GIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.9M | Buy |
562,331
+12,084
| +2% | +$1.27M | 0.01% | 998 |
|
|
2025
Q1 | $54.9M | Sell |
550,247
-6,032
| -1% | -$602K | 0.01% | 1012 |
|
|
2024
Q4 | $60.8M | Sell |
556,279
-3,880
| -0.7% | -$424K | 0.01% | 991 |
|
|
2024
Q3 | $64.5M | Buy |
560,159
+21,427
| +4% | +$2.47M | 0.01% | 927 |
|
|
2024
Q2 | $53.8M | Buy |
+538,732
| New | +$53.8M | 0.01% | 1021 |
|