PCJ Investment Counsel’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 | – | Sell |
-15,000
| Closed | -$1.17M | – | 73 |
|
|
2025
Q1 | $1.17M | Buy |
+15,000
| New | +$1.17M | 0.46% | 52 |
|
|
2021
Q2 | – | Sell |
-25,350
| Closed | -$1.65M | – | 84 |
|
|
2021
Q1 | $1.65M | Buy |
+25,350
| New | +$1.65M | 0.65% | 41 |
|
|
2020
Q1 | – | Sell |
-30,000
| Closed | -$1.43M | – | 68 |
|
|
2019
Q4 | $1.43M | Buy |
+30,000
| New | +$1.43M | 0.64% | 42 |
|