iA Global 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 | $7.35M | Buy |
80,568
+22,883
| +40% | +$2.09M | 0.11% | 143 |
|
|
2025
Q1 | $4.52M | Buy |
57,685
+43,873
| +318% | +$3.43M | 0.08% | 169 |
|
|
2024
Q4 | $1.02M | Buy |
13,812
+6,017
| +77% | +$445K | 0.02% | 298 |
|
|
2024
Q3 | $505K | Buy |
7,795
+201
| +3% | +$13K | 0.01% | 380 |
|
|
2024
Q2 | $560K | Sell |
7,594
-413
| -5% | -$30.5K | 0.01% | 345 |
|
|
2024
Q1 | $579K | Sell |
8,007
-117,113
| -94% | -$8.47M | 0.01% | 353 |
|
|
2023
Q4 | $8.61M | Buy |
125,120
+104,796
| +516% | +$7.21M | 0.2% | 91 |
|
|
2023
Q3 | $1.12M | Buy |
+20,324
| New | +$1.12M | 0.03% | 272 |
|