CI Investments Inc’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.9M | Buy |
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|
2025
Q1 | $3.26M | Buy |
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|
2024
Q4 | $2.73M | Sell |
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|
2024
Q3 | $5.22M | Buy |
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|
2024
Q2 | $2.85M | Sell |
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|
2024
Q1 | $2.83M | Buy |
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|
2023
Q4 | $2.39M | Sell |
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|
2023
Q3 | $7.71M | Buy |
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|
2023
Q2 | $5.85M | Sell |
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|
2023
Q1 | $8.23M | Sell |
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|
2022
Q4 | $14M | Buy |
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|
2022
Q3 | $12M | Sell |
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|
2022
Q2 | $10.7M | Buy |
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|
2022
Q1 | $2.87M | Buy |
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|
2021
Q4 | $1.9M | Buy |
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|
2021
Q3 | $1.16M | Buy |
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|
2021
Q2 | $825K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $9K | Buy |
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