Vancity Investment Management’s Charles Schwab SCHW Stock Holding History

Vancity Investment Management’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
2024 Q3	$13.6M	Sell
2024 Q2	$36.7M	Buy
2024 Q1	$18.2M	Buy
2023 Q4	$16.8M	Sell
2023 Q3	$13.6M	Hold
2023 Q2	$14M	Hold
2023 Q1	$13M	Buy
2022 Q4	$16.2M	Buy
2022 Q3	$12.7M	Buy
2022 Q2	$10.3M	Buy