Intact Investment 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
Q2 | $73K | Sell |
|
|||||
|
2025
Q1 | $1.05M | Sell |
|
|||||
|
2024
Q4 | $1.06M | Buy |
|
|||||
|
2024
Q3 | $761K | Buy |
|
|||||
|
2024
Q2 | $784K | Buy |
|
|||||
|
2024
Q1 | $767K | Sell |
|
|||||
|
2023
Q4 | $826K | Hold |
|
|||||
|
2023
Q3 | $659K | Sell |
|
|||||
|
2023
Q2 | $907K | Buy |
|
|||||
|
2023
Q1 | $555K | Sell |
|
|||||
|
2022
Q4 | $1.15M | Buy |
|