TAIM
SCHW

TD Ameritrade Investment Management’s Charles Schwab SCHW Stock Holding History

TD Ameritrade Investment Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-262
Closed -$15K – 393
2023
Q2 		$15K Sell
262
-58
-18% -$3.04K ﹤0.01% 315
2023
Q1 		$17K Buy
320
+163
+104% +$11.9K ﹤0.01% 327
2022
Q4 		$13K Sell
157
-197
-56% -$15.3K ﹤0.01% 362
2022
Q3 		$25K Sell
354
-123
-26% -$8.54K ﹤0.01% 323
2022
Q2 		$30K Sell
477
-34
-7% -$2.35K ﹤0.01% 346
2022
Q1 		$43K Buy
511
+221
+76% +$19.4K ﹤0.01% 370
2021
Q4 		$24K Buy
+290
New +$23.5K ﹤0.01% 400
2021
Q3 		– Sell
-324
Closed -$24K – 693
2021
Q2 		$24K Sell
324
-18
-5% -$1.27K ﹤0.01% 386
2021
Q1 		$18K Hold
342
– – ﹤0.01% 412
2020
Q4 		$18K Buy
+342
New +$15.5K ﹤0.01% 412
2019
Q4 		– Sell
-6
Closed – – 657
2019
Q3 		$0 Buy
+6
New +$242 ﹤0.01% 712
2019
Q1 		– Sell
-1,000
Closed -$42K – 617
2018
Q4 		$42K Buy
+1,000
New +$45.2K ﹤0.01% 244

Other funds holding SCHW

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TD Ameritrade Investment Management's SCHW Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Charles Schwab (SCHW) in Q3 2023, closing a stake of 262 shares — an estimated $15K sold.

TD Ameritrade Investment Management first reported a position in SCHW in Q4 2018 and held it in 12 quarters. The position peaked at $43K in Q1 2022. 1,735 funds tracked by Wall St. Rank hold SCHW as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Charles Schwab position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 262 Charles Schwab shares in Q3 2023, an estimated $15K.
  • TD Ameritrade Investment Management first reported a position in Charles Schwab in Q4 2018 and held it in 12 quarters.
  • TD Ameritrade Investment Management's Charles Schwab position peaked at $43K in Q1 2022.
  • 1,735 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.