iA Global Asset Management’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
Q3
$9.28M Buy
2025
Q2
$7.35M Buy
2025
Q1
$4.52M Buy
2024
Q4
$1.02M Buy
2024
Q3
$505K Buy
2024
Q2
$560K Sell
2024
Q1
$579K Sell
2023
Q4
$8.61M Buy
2023
Q3
$1.12M Buy