TD Asset Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $64.2M | Sell |
695,595
-47,099
| -6% | -$4.3M | 0.06% | 256 |
|
|
2026
Q1 | $69.8M | Buy |
742,694
+10,047
| +1% | +$985K | 0.06% | 242 |
|
|
2025
Q4 | $73.2M | Sell |
732,647
-5,432
| -0.7% | -$515K | 0.06% | 238 |
|
|
2025
Q3 | $70.5M | Sell |
738,079
-11,311
| -2% | -$1.07M | 0.06% | 250 |
|
|
2025
Q2 | $68.4M | Buy |
749,390
+2,228
| +0.3% | +$187K | 0.06% | 248 |
|
|
2025
Q1 | $58.5M | Buy |
747,162
+182,110
| +32% | +$14.3M | 0.05% | 291 |
|
|
2024
Q4 | $41.8M | Buy |
565,052
+18,866
| +3% | +$1.41M | 0.04% | 354 |
|
|
2024
Q3 | $35.2M | Buy |
546,186
+9,280
| +2% | +$610K | 0.03% | 370 |
|
|
2024
Q2 | $39.6M | Buy |
536,906
+18,121
| +3% | +$1.34M | 0.04% | 334 |
|
|
2024
Q1 | $37.5M | Buy |
518,785
+1,279
| +0.2% | +$84.2K | 0.03% | 348 |
|
|
2023
Q4 | $35.6M | Sell |
517,506
-310,862
| -38% | -$18M | 0.04% | 353 |
|
|
2023
Q3 | $45.5M | Sell |
828,368
-12,264
| -1% | -$741K | 0.06% | 266 |
|
|
2023
Q2 | $47.6M | Sell |
840,632
-26,192
| -3% | -$1.37M | 0.05% | 267 |
|
|
2023
Q1 | $45.4M | Buy |
866,824
+4,722
| +0.5% | +$346K | 0.05% | 271 |
|
|
2022
Q4 | $71.8M | Buy |
862,102
+3,886
| +0.5% | +$302K | 0.09% | 184 |
|
|
2022
Q3 | $62.3M | Sell |
858,216
-12,316
| -1% | -$855K | 0.08% | 197 |
|
|
2022
Q2 | $55M | Buy |
870,532
+4,587
| +0.5% | +$316K | 0.06% | 239 |
|
|
2022
Q1 | $73M | Sell |
865,945
-3,153
| -0.4% | -$277K | 0.07% | 216 |
|
|
2021
Q4 | $73.1M | Buy |
869,098
+151,876
| +21% | +$12.3M | 0.06% | 241 |
|
|
2021
Q3 | $52.2M | Sell |
717,222
-7,300
| -1% | -$521K | 0.05% | 273 |
|
|
2021
Q2 | $49.2M | Buy |
724,522
+23,715
| +3% | +$1.68M | 0.05% | 293 |
|
|
2021
Q1 | $45.7M | Sell |
700,807
-2,003
| -0.3% | -$121K | 0.05% | 290 |
|
|
2020
Q4 | $37.3M | Buy |
702,810
+127,660
| +22% | +$5.78M | 0.05% | 309 |
|
|
2020
Q3 | $20.8M | Buy |
575,150
+9,647
| +2% | +$336K | 0.03% | 385 |
|
|
2020
Q2 | $19.1M | Sell |
565,503
-164,054
| -22% | -$5.88M | 0.03% | 371 |
|
|
2020
Q1 | $24.5M | Sell |
729,557
-2,552,013
| -78% | -$107M | 0.04% | 299 |
|
|
2019
Q4 | $156M | Sell |
3,281,570
-620,361
| -16% | -$27.3M | 0.23% | 91 |
|
|
2019
Q3 | $163M | Buy |
3,901,931
+1,500,445
| +62% | +$60.6M | 0.25% | 88 |
|
|
2019
Q2 | $96.5M | Buy |
2,401,486
+1,201,824
| +100% | +$52.4M | 0.14% | 128 |
|
|
2019
Q1 | $51.3M | Buy |
1,199,662
+34,220
| +3% | +$1.54M | 0.08% | 202 |
|
|
2018
Q4 | $48.4M | Buy |
1,165,442
+111,260
| +11% | +$5.03M | 0.08% | 192 |
|
|
2018
Q3 | $51.8M | Buy |
1,054,182
+123,920
| +13% | +$6.33M | 0.08% | 211 |
|
|
2018
Q2 | $47.5M | Buy |
930,262
+95,393
| +11% | +$5.28M | 0.07% | 215 |
|
|
2018
Q1 | $43.6M | Buy |
834,869
+63,679
| +8% | +$3.41M | 0.07% | 233 |
|
|
2017
Q4 | $39.6M | Sell |
771,190
-114,421
| -13% | -$5.38M | 0.06% | 249 |
|
|
2017
Q3 | $38.7M | Sell |
885,611
-34,027
| -4% | -$1.41M | 0.06% | 249 |
|
|
2017
Q2 | $39.5M | Buy |
919,638
+29,811
| +3% | +$1.19M | 0.06% | 242 |
|
|
2017
Q1 | $36.3M | Buy |
889,827
+249,691
| +39% | +$10.3M | 0.06% | 256 |
|
|
2016
Q4 | $25.3M | Buy |
640,136
+26,882
| +4% | +$960K | 0.04% | 320 |
|
|
2016
Q3 | $19.4M | Buy |
613,254
+85,156
| +16% | +$2.5M | 0.03% | 366 |
|
|
2016
Q2 | $13.4M | Buy |
528,098
+18,640
| +4% | +$530K | 0.02% | 443 |
|
|
2016
Q1 | $14.3M | Sell |
509,458
-30,599
| -6% | -$808K | 0.03% | 424 |
|
|
2015
Q4 | $17.8M | Buy |
540,057
+10,100
| +2% | +$320K | 0.04% | 353 |
|
|
2015
Q3 | $15.1M | Buy |
529,957
+20,300
| +4% | +$651K | 0.03% | 378 |
|
|
2015
Q2 | $16.6M | Buy |
509,657
+15,461
| +3% | +$489K | 0.03% | 379 |
|
|
2015
Q1 | $15M | Sell |
494,196
-3,537
| -0.7% | -$103K | 0.03% | 397 |
|
|
2014
Q4 | $15M | Buy |
497,733
+26,626
| +6% | +$757K | 0.03% | 395 |
|
|
2014
Q3 | $13.8M | Sell |
471,107
-25,570
| -5% | -$724K | 0.02% | 402 |
|
|
2014
Q2 | $13.4M | Sell |
496,677
-5,300
| -1% | -$139K | 0.02% | 413 |
|
|
2014
Q1 | $13.7M | Sell |
501,977
-83,200
| -14% | -$2.17M | 0.03% | 398 |
|
|
2013
Q4 | $15.2M | Sell |
585,177
-60,300
| -9% | -$1.44M | 0.03% | 364 |
|
|
2013
Q3 | $13.6M | Sell |
645,477
-51,400
| -7% | -$1.12M | 0.03% | 367 |
|
|
2013
Q2 | $14.8M | Buy |
+696,877
| New | +$12.9M | 0.03% | 329 |
|
Other funds holding SCHW
VCM
VPM
TD Asset Management's SCHW Position: Q2 2026 in Review
TD Asset Management reduced its Charles Schwab (SCHW) stake by 6.3% in Q2 2026, selling an estimated $4.3M and leaving 695,595 shares worth $64.2M. The position accounts for 0.06% of the portfolio, ranked #256.
TD Asset Management first reported a position in SCHW in Q2 2013 and has held it in 53 quarters since. The position peaked at $163M in Q3 2019. 1,933 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.
- TD Asset Management held 695,595 shares of Charles Schwab worth $64.2M as of Q2 2026.
- TD Asset Management sold 47,099 Charles Schwab shares in Q2 2026, an estimated $4.3M.
- Charles Schwab made up 0.06% of TD Asset Management's portfolio in Q2 2026, its #256 holding.
- TD Asset Management first reported a position in Charles Schwab in Q2 2013 and has held it in 53 quarters since.
- TD Asset Management's Charles Schwab position peaked at $163M in Q3 2019.
- 1,933 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.
Based on TD Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.