CIBC Private Wealth Group’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 | $168M | Sell |
|
|||||
|
2025
Q1 | $130M | Buy |
|
|||||
|
2024
Q4 | $131M | Sell |
|
|||||
|
2024
Q3 | $119M | Sell |
|
|||||
|
2024
Q2 | $144M | Buy |
|
|||||
|
2024
Q1 | $124M | Sell |
|
|||||
|
2023
Q4 | $158M | Sell |
|
|||||
|
2023
Q3 | $134M | Sell |
|
|||||
|
2023
Q2 | $158M | Sell |
|
|||||
|
2023
Q1 | $159M | Sell |
|
|||||
|
2022
Q4 | $475M | Buy |
|
|||||
|
2022
Q3 | $582M | Buy |
|
|||||
|
2022
Q2 | $511M | Sell |
|
|||||
|
2022
Q1 | $690M | Buy |
|
|||||
|
2021
Q4 | $639M | Buy |
|
|||||
|
2021
Q3 | $547M | Buy |
|
|||||
|
2021
Q2 | $524M | Buy |
|
|||||
|
2021
Q1 | $414M | Sell |
|
|||||
|
2020
Q4 | $395M | Buy |
|
|||||
|
2020
Q3 | $232M | Buy |
|
|||||
|
2020
Q2 | $153M | Sell |
|
|||||
|
2020
Q1 | $161M | Buy |
|
|||||
|
2019
Q4 | $180M | Buy |
|
|||||
|
2019
Q3 | $156M | Buy |
|
|||||
|
2019
Q2 | $140M | Buy |
|
|||||
|
2019
Q1 | $64.3M | Buy |
|
|||||
|
2018
Q4 | $61.7M | Sell |
|
|||||
|
2018
Q3 | $82.4M | Sell |
|
|||||
|
2018
Q2 | $96.7M | Buy |
|
|||||
|
2018
Q1 | $78.5M | Buy |
|
|||||
|
2017
Q4 | $77.2M | Buy |
|
|||||
|
2017
Q3 | $65.3M | Buy |
|
|||||
|
2017
Q2 | $6.74M | Buy |
|
|||||
|
2017
Q1 | $6.31M | Buy |
|
|||||
|
2016
Q4 | $5.25M | Buy |
|
|||||
|
2016
Q3 | $3.04M | Sell |
|
|||||
|
2016
Q2 | $4.74M | Buy |
|
|||||
|
2016
Q1 | $5.17M | Sell |
|
|||||
|
2015
Q4 | $6.2M | Buy |
|
|||||
|
2015
Q3 | $5.36M | Sell |
|
|||||
|
2015
Q2 | $6.22M | Sell |
|
|||||
|
2015
Q1 | $5.87M | Sell |
|
|||||
|
2014
Q4 | $5.95M | Buy |
|
|||||
|
2014
Q3 | $5.78M | Buy |
|
|||||
|
2014
Q2 | $4.82M | Sell |
|
|||||
|
2014
Q1 | $5.03M | Buy |
|