Investment Management Corp of Ontario (IMCO)’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 | $4.7M | Sell |
51,469
-6,500
| -11% | -$593K | 0.07% | 186 |
|
|
2025
Q1 | $4.54M | Buy |
+57,969
| New | +$4.54M | 0.09% | 169 |
|
|
2024
Q4 | – | Sell |
-50,252
| Closed | -$3.26M | – | 604 |
|
|
2024
Q3 | $3.26M | Buy |
50,252
+16,600
| +49% | +$1.08M | 0.07% | 201 |
|
|
2024
Q2 | $2.48M | Buy |
33,652
+9,300
| +38% | +$685K | 0.07% | 196 |
|
|
2024
Q1 | $1.76M | Sell |
24,352
-10,800
| -31% | -$781K | 0.05% | 218 |
|
|
2023
Q4 | $2.42M | Buy |
+35,152
| New | +$2.42M | 0.06% | 218 |
|