Mackenzie Financial’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 | $81.2M | Buy |
|
|||||
|
2025
Q2 | $59.4M | Buy |
|
|||||
|
2025
Q1 | $48.2M | Buy |
|
|||||
|
2024
Q4 | $36.7M | Buy |
|
|||||
|
2024
Q3 | $30.5M | Sell |
|
|||||
|
2024
Q2 | $35.5M | Buy |
|
|||||
|
2024
Q1 | $33.8M | Sell |
|
|||||
|
2023
Q4 | $34.4M | Buy |
|
|||||
|
2023
Q3 | $25.5M | Sell |
|
|||||
|
2023
Q2 | $30.4M | Sell |
|
|||||
|
2023
Q1 | $57.8M | Sell |
|
|||||
|
2022
Q4 | $154M | Buy |
|
|||||
|
2022
Q3 | $131M | Sell |
|
|||||
|
2022
Q2 | $116M | Buy |
|
|||||
|
2022
Q1 | $124M | Buy |
|
|||||
|
2021
Q4 | $107M | Buy |
|
|||||
|
2021
Q3 | $88.1M | Sell |
|
|||||
|
2021
Q2 | $89.1M | Buy |
|
|||||
|
2021
Q1 | $74.9M | Buy |
|
|||||
|
2020
Q4 | $36.9M | Buy |
|
|||||
|
2020
Q3 | $8.64M | Buy |
|
|||||
|
2020
Q2 | $7.69M | Buy |
|
|||||
|
2020
Q1 | $5.13M | Buy |
|
|||||
|
2019
Q4 | $5.02M | Buy |
|
|||||
|
2019
Q3 | $2.68M | Buy |
|
|||||
|
2019
Q2 | $2.28M | Sell |
|
|||||
|
2019
Q1 | $4.81M | Sell |
|
|||||
|
2018
Q4 | $10.4M | Buy |
|
|||||
|
2018
Q3 | $304K | Sell |
|
|||||
|
2018
Q2 | $478K | Buy |
|
|||||
|
2018
Q1 | $262K | Buy |
|
|||||
|
2016
Q3 | – | Sell |
|
|||||
|
2016
Q2 | $2.68M | Sell |
|
|||||
|
2016
Q1 | $5.71M | Sell |
|
|||||
|
2015
Q4 | $7.08M | Buy |
|
|||||
|
2015
Q3 | $6M | Buy |
|
|||||
|
2015
Q2 | $6.43M | Buy |
|
|||||
|
2015
Q1 | $3.17M | Buy |
|
|||||
|
2014
Q4 | $2.9M | Buy |
|
|||||
|
2014
Q3 | $2.69M | Buy |
|
|||||
|
2013
Q3 | – | Sell |
|
|||||
|
2013
Q2 | $4.13M | Buy |
|