Charles Schwab
WFG icon

Charles Schwab’s West Fraser Timber WFG Stock Holding History

Charles Schwab’s Portfolio WFG Stock Details WFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$25.7M Buy
394,648
+51,883
+15% +$3.5M ﹤0.01% 1591
2025
Q4 		$21M Buy
342,765
+34,275
+11% +$2.15M ﹤0.01% 1716
2025
Q3 		$21M Buy
308,490
+31,191
+11% +$2.28M ﹤0.01% 1707
2025
Q2 		$20.3M Sell
277,299
-26,565
-9% -$1.97M ﹤0.01% 1667
2025
Q1 		$23.3M Buy
303,864
+192
+0.1% +$15.8K ﹤0.01% 1556
2024
Q4 		$26.3M Sell
303,672
-1,644
-0.5% -$154K ﹤0.01% 1547
2024
Q3 		$29.8M Buy
305,316
+4,945
+2% +$424K 0.01% 1460
2024
Q2 		$23.1M Buy
+300,371
New +$23.8M ﹤0.01% 1578

Other funds holding WFG

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return