CIBC Bank USA’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
$795K Buy
16,730
+4,906
+41% +$233K 0.11% 120
2019
Q3
$494K Sell
11,824
-5,013
-30% -$209K 0.07% 160
2019
Q2
$677K Buy
16,837
+6,589
+64% +$265K 0.09% 126
2019
Q1
$438K Buy
10,248
+4,752
+86% +$203K 0.06% 166
2018
Q4
$228K Buy
+5,496
New +$228K 0.04% 213