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CI INVESTMENTS INC.: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CI INVESTMENTS INC. on SCHW, newest first. How the timeline and the estimate are built.

CI INVESTMENTS INC. held 95,338 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,338 shares
    Change vs previous 13F +35,261 shares

    0.03% of the 13F portfolio, value $8,796,837.

    13F-HR 0001163648-26-000011 filed by CI INVESTMENTS INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 60,077 shares
    Change vs previous 13F -470 shares

    0.03% of the 13F portfolio, value $5,646,036.

    13F-HR 0001163648-26-000005 filed by CI INVESTMENTS INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 60,547 shares
    Change vs previous 13F +16,741 shares

    0.03% of the 13F portfolio, value $6,049,251.

    13F-HR 0001163648-26-000003 filed by CI INVESTMENTS INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 43,806 shares
    Change vs previous 13F +1,087 shares

    0.02% of the 13F portfolio, value $4,182,000.

    13F-HR 0001163648-25-000016 filed by CI INVESTMENTS INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 42,719 shares
    Change vs previous 13F +1,067 shares

    0.01% of the 13F portfolio, value $3,898,000.

    13F-HR 0001163648-25-000009 filed by CI INVESTMENTS INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 41,652 shares
    Change vs previous 13F +4,762 shares

    0.01% of the 13F portfolio, value $3,261,000.

    13F-HR 0001163648-25-000004 filed by CI INVESTMENTS INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 36,890 shares
    Change vs previous 13F -43,593 shares

    0.01% of the 13F portfolio, value $2,730,000.

    13F-HR 0001163648-25-000002 filed by CI INVESTMENTS INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 80,483 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,216,000.

    13F-HR 0001163648-24-000024 filed by CI INVESTMENTS INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).