TCM
SCHW

TD Capital Management’s Charles Schwab SCHW Stock Holding History

TD Capital 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
2026
Q1 		$43.6K Buy
464
+1
+0.2% +$98 ﹤0.01% 263
2025
Q4 		$46.2K Buy
463
+224
+94% +$21.3K ﹤0.01% 244
2025
Q3 		$22.8K Buy
239
+1
+0.4% +$95 ﹤0.01% 308
2025
Q2 		$21.8K Buy
238
+190
+396% +$15.9K ﹤0.01% 301
2025
Q1 		$3.78K Hold
48
– – ﹤0.01% 413
2024
Q4 		$3.56K Buy
+48
New +$3.59K ﹤0.01% 384
2024
Q2 		– Sell
-9
Closed -$651 – 515
2024
Q1 		$651 Buy
+9
New +$593 ﹤0.01% 439

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TD Capital Management's SCHW Position: Q1 2026 in Review

TD Capital Management increased its Charles Schwab (SCHW) stake by 0.22% in Q1 2026, buying an estimated $98 and bringing the position to 464 shares worth $43.6K. The position accounts for ﹤0.01% of the portfolio, ranked #263.

TD Capital Management first reported a position in SCHW in Q1 2024 and has held it in 7 quarters since. The position peaked at $46.2K in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • TD Capital Management held 464 shares of Charles Schwab worth $43.6K as of Q1 2026.
  • TD Capital Management bought 1 Charles Schwab share in Q1 2026, an estimated $98.
  • Charles Schwab made up ﹤0.01% of TD Capital Management's portfolio in Q1 2026, its #263 holding.
  • TD Capital Management first reported a position in Charles Schwab in Q1 2024 and has held it in 7 quarters since.
  • TD Capital Management's Charles Schwab position peaked at $46.2K in Q4 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.