Financiere des Professionnels’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 | $25.1M | Buy |
275,080
+8,294
| +3% | +$757K | 1.52% | 13 |
|
|
2025
Q1 | $20.9M | Sell |
266,786
-9,767
| -4% | -$765K | 1.35% | 14 |
|
|
2024
Q4 | $20.5M | Sell |
276,553
-15,490
| -5% | -$1.15M | 1.43% | 13 |
|
|
2024
Q3 | $18.9M | Buy |
292,043
+55,246
| +23% | +$3.58M | 1.29% | 14 |
|
|
2024
Q2 | $17.6M | Buy |
236,797
+1,584
| +0.7% | +$117K | 1.37% | 11 |
|
|
2024
Q1 | $17M | Hold |
235,213
| – | – | 1.37% | 11 |
|
|
2023
Q4 | $16.2M | Buy |
235,213
+2,414
| +1% | +$166K | 1.42% | 11 |
|
|
2023
Q3 | $12.8M | Buy |
+232,799
| New | +$12.8M | 1.22% | 13 |
|