TPCW
SCHW

TD Private Client Wealth’s Charles Schwab SCHW Stock Holding History

TD Private Client Wealth’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 		$3.97M Buy
43,007
+15
+0% +$1.37K 0.07% 171
2026
Q1 		$4.04M Buy
42,992
+4,720
+12% +$463K 0.08% 151
2025
Q4 		$3.82M Sell
38,272
-440
-1% -$41.7K 0.08% 158
2025
Q3 		$3.7M Buy
38,712
+1,662
+4% +$158K 0.08% 168
2025
Q2 		$3.38M Buy
37,050
+17,242
+87% +$1.44M 0.08% 171
2025
Q1 		$1.55M Buy
19,808
+14,943
+307% +$1.17M 0.04% 267
2024
Q4 		$360K Sell
4,865
-736
-13% -$55.1K 0.01% 500
2024
Q3 		$363K Sell
5,601
-5,726
-51% -$376K 0.01% 498
2024
Q2 		$835K Sell
11,327
-639
-5% -$47.2K 0.03% 375
2024
Q1 		$866K Sell
11,966
-1,874
-14% -$123K 0.03% 368
2023
Q4 		$952K Buy
13,840
+4,454
+47% +$257K 0.03% 337
2023
Q3 		$515K Buy
9,386
+586
+7% +$35.4K 0.02% 407
2023
Q2 		$499K Sell
8,800
-778
-8% -$40.7K 0.02% 439
2023
Q1 		$502K Sell
9,578
-63,558
-87% -$4.65M 0.02% 426
2022
Q4 		$6.09M Sell
73,136
-3,760
-5% -$292K 0.29% 73
2022
Q3 		$5.53M Buy
76,896
+5,106
+7% +$354K 0.28% 76
2022
Q2 		$4.54M Sell
71,790
-954
-1% -$65.8K 0.22% 105
2022
Q1 		$6.13M Sell
72,744
-766
-1% -$67.4K 0.26% 85
2021
Q4 		$6.18M Sell
73,510
-5,145
-7% -$416K 0.26% 86
2021
Q3 		$5.73M Sell
78,655
-2,547
-3% -$182K 0.24% 88
2021
Q2 		$5.91M Buy
81,202
+7,883
+11% +$558K 0.25% 89
2021
Q1 		$4.78M Buy
73,319
+26,626
+57% +$1.61M 0.22% 106
2020
Q4 		$2.48M Buy
46,693
+1,672
+4% +$75.7K 0.13% 177
2020
Q3 		$1.63M Sell
45,021
-652
-1% -$22.7K 0.09% 220
2020
Q2 		$1.54M Buy
45,673
+17,490
+62% +$626K 0.09% 216
2020
Q1 		$948K Sell
28,183
-29,782
-51% -$1.25M 0.07% 233
2019
Q4 		$2.76M Buy
+57,965
New +$2.56M 0.17% 144

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 Private Client Wealth's SCHW Position: Q2 2026 in Review

TD Private Client Wealth increased its Charles Schwab (SCHW) stake by 0.03% in Q2 2026, buying an estimated $1.37K and bringing the position to 43,007 shares worth $3.97M. The position accounts for 0.07% of the portfolio, ranked #171.

TD Private Client Wealth first reported a position in SCHW in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.18M in Q4 2021. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • TD Private Client Wealth held 43,007 shares of Charles Schwab worth $3.97M as of Q2 2026.
  • TD Private Client Wealth bought 15 Charles Schwab shares in Q2 2026, an estimated $1.37K.
  • Charles Schwab made up 0.07% of TD Private Client Wealth's portfolio in Q2 2026, its #171 holding.
  • TD Private Client Wealth first reported a position in Charles Schwab in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's Charles Schwab position peaked at $6.18M in Q4 2021.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.