Q3 2024 |
952 |
$56.6B |
+$2.65B |
-$9.85B |
-$7.2B |
SCHW, QQQ, RY, AAPL, MSFT
|
Restatement |
11/18/2024, 02:11 PM |
Q2 2024 |
1,235 |
$62.3B |
+$5.99B |
-$6.07B |
-$78.1M |
SCHW, MSFT, AAPL, NVDA, QQQ
|
13F-HR |
8/14/2024, 04:36 PM |
Q1 2024 |
1,235 |
$63.7B |
+$2.55B |
-$11.6B |
-$9.02B |
SCHW, MSFT, QQQ, AAPL, RY
|
13F-HR |
5/14/2024, 04:20 PM |
Q4 2023 |
1,339 |
$68.3B |
+$3.68B |
-$4.57B |
-$889M |
SCHW, RY, AAPL, MSFT, QQQ
|
13F-HR |
2/13/2024, 03:16 PM |
Q3 2023 |
1,605 |
$60.5B |
$0 |
$0 |
|
SCHW, QQQ, RY, AAPL, MSFT
|
New Holdings |
2/14/2024, 08:55 AM |
Q3 2023 |
1,605 |
$60.5B |
+$4.1B |
-$6.6B |
-$2.5B |
SCHW, QQQ, RY, AAPL, MSFT
|
13F-HR |
11/14/2023, 02:17 PM |
Q2 2023 |
1,330 |
$65.6B |
$0 |
$0 |
|
SCHW, QQQ, MSFT, AAPL, RY
|
New Holdings |
2/14/2024, 08:54 AM |
Q2 2023 |
1,331 |
$65.6B |
+$6.62B |
-$4.31B |
+$2.3B |
SCHW, QQQ, MSFT, AAPL, RY
|
13F-HR |
8/10/2023, 01:28 PM |
Q1 2023 |
1,302 |
$59.3B |
+$4.84B |
-$6.19B |
-$1.34B |
SCHW, QQQ, RY, AAPL, MSFT
|
13F-HR |
5/11/2023, 04:39 PM |
Q4 2022 |
1,329 |
$64.8B |
+$27.3B |
-$19B |
+$8.34B |
SCHW, QQQ, RY, AAPL, MSFT
|
13F-HR |
2/7/2023, 04:02 PM |
Q3 2022 |
1,365 |
$54.3B |
+$9.07B |
-$5.25B |
+$3.82B |
AMTD, RY, AAPL, IWM, MSFT
|
13F-HR |
11/9/2022, 10:49 AM |
Q2 2022 |
1,335 |
$51.8B |
+$4.2B |
-$3.03B |
+$1.17B |
AMTD, AAPL, MSFT, RY, BNS
|
13F-HR |
8/11/2022, 03:24 PM |
Q1 2022 |
1,434 |
$64B |
+$5.38B |
-$10.3B |
-$4.96B |
AMTD, AAPL, MSFT, RY, CM
|
13F-HR |
5/9/2022, 01:16 PM |
Q4 2021 |
1,535 |
$69.2B |
+$9.63B |
-$3.99B |
+$5.65B |
AMTD, MSFT, RY, CM, AMZN
|
13F-HR |
2/4/2022, 11:45 AM |
Q3 2021 |
1,424 |
$57.7B |
+$3.96B |
-$4.11B |
-$145M |
AMTD, MSFT, RY, CM, AMZN
|
13F-HR |
11/8/2021, 02:32 PM |
Q2 2021 |
1,423 |
$58.6B |
+$6.03B |
-$3.79B |
+$2.23B |
AMTD, MSFT, RY, CM, AMZN
|
Restatement |
8/13/2021, 11:54 AM |
Q1 2021 |
1,485 |
$51.6B |
+$3.82B |
-$6.57B |
-$2.75B |
AMTD, RY, MSFT, CM, AAPL
|
13F-HR |
5/11/2021, 03:43 PM |
Q4 2020 |
1,337 |
$48.7B |
+$8.69B |
-$2.72B |
+$5.96B |
AMTD, RY, CM, BNS, MSFT
|
13F-HR |
2/8/2021, 03:13 PM |
Q3 2020 |
1,215 |
$36.1B |
+$2.48B |
-$2.65B |
-$163M |
AMTD, RY, AAPL, BNS, CM
|
13F-HR |
10/29/2020, 06:00 PM |
Q2 2020 |
1,209 |
$34.6B |
+$4.96B |
-$5.2B |
-$237M |
AMTD, RY, BNS, CM, AAPL
|
Restatement |
8/28/2020, 01:13 PM |
Q1 2020 |
1,191 |
$30.5B |
+$1.08B |
-$9.21B |
-$8.13B |
AMTD, RY, CM, BNS, AAPL
|
13F-HR |
5/13/2020, 12:24 PM |
Q4 2019 |
1,197 |
$51.1B |
+$4.43B |
-$3.85B |
+$582M |
AMTD, SPY, RY, BNS, CM
|
13F-HR |
2/13/2020, 10:58 AM |
Q3 2019 |
1,152 |
$47.3B |
+$3.25B |
-$2.44B |
+$814M |
AMTD, SPY, BNS, CM, RY
|
13F-HR |
11/12/2019, 04:38 PM |
Q2 2019 |
1,210 |
$46.8B |
$0 |
$0 |
|
AMTD, SPY, BNS, CM, RY
|
New Holdings |
8/26/2019, 04:48 PM |
Q2 2019 |
1,220 |
$46.8B |
+$3.3B |
-$23.1B |
-$19.8B |
AMTD, SPY, BNS, CM, RY
|
13F-HR |
8/13/2019, 09:25 AM |
Q1 2019 |
1,179 |
$64B |
+$6.15B |
-$4.63B |
+$1.53B |
GLD, AMTD, SPY, RY, BNS
|
13F-HR |
5/6/2019, 01:15 PM |
Q4 2018 |
1,174 |
$58.3B |
+$13.6B |
-$4.22B |
+$9.34B |
GLD, AMTD, SPY, RY, TLT
|
13F-HR |
2/7/2019, 02:47 PM |
Q3 2018 |
1,136 |
$54.6B |
+$7.4B |
-$2.02B |
+$5.38B |
AMTD, GLD, SPY, RY, BNS
|
13F-HR |
11/7/2018, 03:37 PM |
Q2 2018 |
1,215 |
$48.2B |
+$7.48B |
-$3.82B |
+$3.66B |
AMTD, SPY, RY, GLD, BNS
|
13F-HR |
8/6/2018, 10:01 AM |
Q1 2018 |
1,069 |
$44.8B |
+$13.2B |
-$591M |
+$12.6B |
AMTD, SPY, GLD, RY, BNS
|
13F-HR |
5/10/2018, 09:50 AM |
Q4 2017 |
1,033 |
$31.1B |
+$1.78B |
-$833M |
+$948M |
AMTD, BNS, RY, CM, BMO
|
13F-HR |
2/8/2018, 04:43 PM |
Q3 2017 |
1,007 |
$28.7B |
+$1.95B |
-$5.49B |
-$3.54B |
AMTD, RY, BNS, BMO, CM
|
13F-HR |
11/6/2017, 02:10 PM |
Q2 2017 |
1,033 |
$30B |
+$2.42B |
-$8.53B |
-$6.12B |
AMTD, RY, BMO, TD, BNS
|
13F-HR |
8/18/2017, 05:04 PM |
Q1 2017 |
1,042 |
$34.9B |
+$3.63B |
-$526M |
+$3.1B |
AMTD, RY, BNS, BMO, CM
|
13F-HR |
5/5/2017, 03:25 PM |
Q4 2016 |
1,047 |
$32B |
+$4.03B |
-$1.98B |
+$2.06B |
AMTD, RY, BNS, BMO, CM
|
13F-HR |
2/6/2017, 05:21 PM |
Q3 2016 |
1,006 |
$27.5B |
+$3.34B |
-$395M |
+$2.95B |
AMTD, RY, BNS, BMO, CM
|
13F-HR |
11/3/2016, 05:14 PM |
Q2 2016 |
995 |
$22.4B |
+$7.7B |
-$615M |
+$7.08B |
AMTD, RY, BNS, BMO, CM
|
13F-HR |
8/15/2016, 05:18 PM |
Q1 2016 |
1,017 |
$14.8B |
+$829M |
-$2.2B |
-$1.37B |
RY, BNS, BMO, CM, ENB
|
13F-HR |
5/4/2016, 05:26 PM |
Q4 2015 |
866 |
$15.1B |
+$894M |
-$1.22B |
-$323M |
RY, BNS, BMO, CM, VRX
|
13F-HR |
2/9/2016, 03:42 PM |
Q3 2015 |
874 |
$16.1B |
+$1.21B |
-$2.23B |
-$1.02B |
RY, BNS, BMO, VRX, CM
|
13F-HR |
11/10/2015, 11:07 AM |
Q2 2015 |
892 |
$19.4B |
+$678M |
-$2.68B |
-$2.01B |
RY, BNS, BMO, CM, VRX
|
13F-HR |
8/11/2015, 11:38 AM |
Q1 2015 |
896 |
$21.7B |
+$1.08B |
-$1.03B |
+$48.3M |
RY, BNS, BMO, CM, ENB
|
13F-HR |
5/15/2015, 01:31 PM |
Q4 2014 |
877 |
$23.5B |
+$962M |
-$3.06B |
-$2.1B |
RY, BNS, BMO, CM, ENB
|
13F-HR |
2/10/2015, 11:37 AM |
Q3 2014 |
780 |
$26.5B |
+$773M |
-$1.29B |
-$513M |
RY, BNS, BMO, CM, ENB
|
13F-HR |
11/7/2014, 03:13 PM |
Q2 2014 |
872 |
$28.1B |
+$1.71B |
-$1.16B |
+$553M |
RY, BNS, BMO, CM, VRX
|
13F-HR |
8/11/2014, 01:56 PM |
Q1 2014 |
846 |
$26.3B |
+$968M |
-$1.2B |
-$232M |
RY, BNS, BMO, CM, GOOGL
|
13F-HR |
5/8/2014, 06:15 PM |
Q4 2013 |
858 |
$26.8B |
$0 |
$0 |
|
RY, BNS, BMO, CM, GOOGL
|
13F-HR |
2/11/2014, 04:15 PM |