TWC
SCHW

TD Waterhouse Canada’s Charles Schwab SCHW Stock Holding History

TD Waterhouse Canada’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 		$1.5M Sell
15,634
-7,384
-32% -$673K ﹤0.01% 637
2026
Q1 		$2.12M Sell
23,018
-25,679
-53% -$2.52M 0.01% 541
2025
Q4 		$4.87M Buy
48,697
+41,956
+622% +$3.98M 0.03% 287
2025
Q3 		$622K Buy
6,741
+4,790
+246% +$455K ﹤0.01% 636
2025
Q2 		$178K Buy
1,951
+1,367
+234% +$114K ﹤0.01% 845
2025
Q1 		$45.4K Sell
584
-27
-4% -$2.12K ﹤0.01% 1107
2024
Q4 		$45.2K Buy
611
+50
+9% +$3.74K ﹤0.01% 1105
2024
Q3 		$35.8K Hold
561
– – ﹤0.01% 1118
2024
Q2 		$41.2K Hold
561
– – ﹤0.01% 1065
2024
Q1 		$40.1K Hold
561
– – ﹤0.01% 1100
2023
Q4 		$37.5K Sell
561
-200
-26% -$11.6K ﹤0.01% 1004
2023
Q3 		$40.8K Buy
761
+200
+36% +$12.1K ﹤0.01% 965
2023
Q2 		$32.4K Sell
561
-35
-6% -$1.83K ﹤0.01% 1024
2023
Q1 		$31.4K Buy
596
+35
+6% +$2.56K ﹤0.01% 1014
2022
Q4 		$46K Hold
561
– – ﹤0.01% 911
2022
Q3 		$41.1K Hold
561
– – ﹤0.01% 938
2022
Q2 		$35.8K Hold
561
– – ﹤0.01% 983
2022
Q1 		$46.9K Sell
561
-150
-21% -$13.2K ﹤0.01% 1008
2021
Q4 		$64K Buy
+711
New +$57.5K ﹤0.01% 961

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 $3.38T AUM 44.17% 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 Waterhouse Canada's SCHW Position: Q2 2026 in Review

TD Waterhouse Canada reduced its Charles Schwab (SCHW) stake by 32% in Q2 2026, selling an estimated $673K and leaving 15,634 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #637.

TD Waterhouse Canada first reported a position in SCHW in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.87M in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • TD Waterhouse Canada held 15,634 shares of Charles Schwab worth $1.5M as of Q2 2026.
  • TD Waterhouse Canada sold 7,384 Charles Schwab shares in Q2 2026, an estimated $673K.
  • Charles Schwab made up ﹤0.01% of TD Waterhouse Canada's portfolio in Q2 2026, its #637 holding.
  • TD Waterhouse Canada first reported a position in Charles Schwab in Q4 2021 and has held it in 19 quarters since.
  • TD Waterhouse Canada's Charles Schwab position peaked at $4.87M in Q4 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on TD Waterhouse Canada's 13F filing for Q2 2026, filed 27 Jul 2026.