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
Q2 		$22.1K Sell
239
-225
-48% -$20.5K ﹤0.01% 348
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

TD Capital Management's SCHW Position: Q2 2026 in Review

TD Capital Management reduced its Charles Schwab (SCHW) stake by 48% in Q2 2026, selling an estimated $20.5K and leaving 239 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

TD Capital Management first reported a position in SCHW in Q1 2024 and has held it in 8 quarters since. The position peaked at $46.2K in Q4 2025. 2,312 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • TD Capital Management held 239 shares of Charles Schwab worth $22.1K as of Q2 2026.
  • TD Capital Management sold 225 Charles Schwab shares in Q2 2026, an estimated $20.5K.
  • Charles Schwab made up ﹤0.01% of TD Capital Management's portfolio in Q2 2026, its #348 holding.
  • TD Capital Management first reported a position in Charles Schwab in Q1 2024 and has held it in 8 quarters since.
  • TD Capital Management's Charles Schwab position peaked at $46.2K in Q4 2025.
  • 2,312 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.