Northwest & Ethical Investments’s Charles Schwab SCHW Stock Holding History

Northwest & Ethical Investments’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.67M	Sell
2025 Q1	$1.59M	Buy
2024 Q4	–	Hold
2024 Q3	–	Sell
2024 Q2	$394K	Buy
2024 Q1	$271K	Buy
2021 Q2	–	Sell
2021 Q1	$961K	Sell
2020 Q4	$1.65M	Buy
2020 Q3	$585K	Buy