Charles Schwab
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Charles Schwab’s Toyota TM Stock Holding History

Charles Schwab’s Portfolio TM Stock Details TM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$31.6M Buy
153,412
+21,883
+17% +$4.95M ﹤0.01% 1472
2025
Q4 		$28.2M Buy
131,529
+19,315
+17% +$3.92M ﹤0.01% 1537
2025
Q3 		$21.4M Buy
112,214
+23,357
+26% +$4.4M ﹤0.01% 1696
2025
Q2 		$15.3M Buy
88,857
+6,533
+8% +$1.18M ﹤0.01% 1806
2025
Q1 		$14.5M Buy
82,324
+10,433
+15% +$1.94M ﹤0.01% 1785
2024
Q4 		$14M Buy
71,891
+10,576
+17% +$1.86M ﹤0.01% 1870
2024
Q3 		$10.9M Buy
61,315
+7,768
+15% +$1.45M ﹤0.01% 1985
2024
Q2 		$11M Buy
53,547
+8,931
+20% +$1.98M ﹤0.01% 1999
2024
Q1 		$11.2M Buy
44,616
+11,876
+36% +$2.63M ﹤0.01% 1929
2023
Q4 		$6M Buy
32,740
+9,191
+39% +$1.68M ﹤0.01% 2228
2023
Q3 		$4.23M Buy
23,549
+11,036
+88% +$1.88M ﹤0.01% 2331
2023
Q2 		$2.01M Buy
12,513
+7,039
+129% +$1.01M ﹤0.01% 2547
2023
Q1 		$776K Buy
5,474
+1,471
+37% +$207K ﹤0.01% 2822
2022
Q4 		$547K Buy
+4,003
New +$558K ﹤0.01% 2980

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return