IIM
Intact Investment Management’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73K | Sell |
800
-12,600
| -94% | -$1.15M | ﹤0.01% | 298 |
|
|
2025
Q1 | $1.05M | Sell |
13,400
-900
| -6% | -$70.5K | 0.04% | 214 |
|
|
2024
Q4 | $1.06M | Buy |
14,300
+2,560
| +22% | +$189K | 0.04% | 212 |
|
|
2024
Q3 | $761K | Buy |
11,740
+1,100
| +10% | +$71.3K | 0.03% | 217 |
|
|
2024
Q2 | $784K | Buy |
10,640
+40
| +0.4% | +$2.95K | 0.03% | 212 |
|
|
2024
Q1 | $767K | Sell |
10,600
-1,400
| -12% | -$101K | 0.03% | 206 |
|
|
2023
Q4 | $826K | Hold |
12,000
| – | – | 0.03% | 203 |
|
|
2023
Q3 | $659K | Sell |
12,000
-4,000
| -25% | -$220K | 0.03% | 209 |
|
|
2023
Q2 | $907K | Buy |
16,000
+5,400
| +51% | +$306K | 0.04% | 196 |
|
|
2023
Q1 | $555K | Sell |
10,600
-3,200
| -23% | -$168K | 0.02% | 213 |
|
|
2022
Q4 | $1.15M | Buy |
+13,800
| New | +$1.15M | 0.05% | 174 |
|