Schechter Investment Advisors’s Toronto Dominion Bank TD Stock Holding History

Schechter Investment Advisors’s Portfolio TD Stock Details TD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$312K	Hold	5,200	–	–	0.03%	467
2024 Q4	$277K	Buy	5,200 +22	+0.4%	+$1.23K	0.02%	509
2024 Q3	$328K	Buy	+5,178	New	+$306K	0.02%	479
2024 Q2	–	Sell	-7,780	Closed	-$470K	–	682
2024 Q1	$470K	Buy	7,780 +83	+1%	+$5.01K	0.04%	390
2023 Q4	$497K	Buy	7,697 +434	+6%	+$26K	0.04%	351
2023 Q3	$438K	Buy	7,263 +3,073	+73%	+$192K	0.04%	372
2023 Q2	$260K	Sell	4,190 -3,215	-43%	-$193K	0.02%	519
2023 Q1	$444K	Buy	7,405 +75	+1%	+$4.85K	0.04%	439
2022 Q4	$475K	Buy	7,330 +600	+9%	+$38.8K	0.04%	519
2022 Q3	$413K	Buy	6,730 +650	+11%	+$42.1K	0.04%	567
2022 Q2	$398K	Sell	6,080 -1,331	-18%	-$96.7K	0.04%	602
2022 Q1	$589K	Buy	7,411 +1,785	+32%	+$144K	0.05%	482
2021 Q4	$431K	Buy	+5,626	New	+$410K	0.04%	555

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Schechter Investment Advisors's TD Position: Q1 2025 in Review

Schechter Investment Advisors held its Toronto Dominion Bank (TD) position steady in Q1 2025 at 5,200 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #467.

Schechter Investment Advisors first reported a position in TD in Q4 2021 and has held it in 13 quarters since. The position peaked at $589K in Q1 2022. 635 funds tracked by Wall St. Rank hold TD as of Q1 2025.

Schechter Investment Advisors held 5,200 shares of Toronto Dominion Bank worth $312K as of Q1 2025.
Schechter Investment Advisors left its Toronto Dominion Bank share count unchanged in Q1 2025.
Toronto Dominion Bank made up 0.03% of Schechter Investment Advisors's portfolio in Q1 2025, its #467 holding.
Schechter Investment Advisors first reported a position in Toronto Dominion Bank in Q4 2021 and has held it in 13 quarters since.
Schechter Investment Advisors's Toronto Dominion Bank position peaked at $589K in Q1 2022.
635 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.