Cidel Asset Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Hold |
18,297
| – | – | 0.1% | 98 |
|
|
2025
Q1 | $1.43M | Hold |
18,297
| – | – | 0.09% | 99 |
|
|
2024
Q4 | $1.35M | Hold |
18,297
| – | – | 0.09% | 96 |
|
|
2024
Q3 | $1.19M | Buy |
18,297
+246
| +1% | +$15.9K | 0.08% | 106 |
|
|
2024
Q2 | $1.33M | Hold |
18,051
| – | – | 0.1% | 91 |
|
|
2024
Q1 | $1.31M | Buy |
18,051
+393
| +2% | +$28.4K | 0.1% | 93 |
|
|
2023
Q4 | $1.21M | Buy |
17,658
+3,358
| +23% | +$231K | 0.05% | 104 |
|
|
2023
Q3 | $785K | Hold |
14,300
| – | – | 0.04% | 92 |
|
|
2023
Q2 | $811K | Buy |
+14,300
| New | +$811K | 0.04% | 95 |
|