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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TD Waterhouse Canada's SCHW Position: Q1 2026 in Review

TD Waterhouse Canada reduced its Charles Schwab (SCHW) stake by 53% in Q1 2026, selling an estimated $2.52M and leaving 23,018 shares worth $2.12M. The position accounts for 0.01% of the portfolio, ranked #541.

TD Waterhouse Canada first reported a position in SCHW in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.87M in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

TD Waterhouse Canada held 23,018 shares of Charles Schwab worth $2.12M as of Q1 2026.
TD Waterhouse Canada sold 25,679 Charles Schwab shares in Q1 2026, an estimated $2.52M.
Charles Schwab made up 0.01% of TD Waterhouse Canada's portfolio in Q1 2026, its #541 holding.
TD Waterhouse Canada first reported a position in Charles Schwab in Q4 2021 and has held it in 18 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 Q1 2026.

Based on TD Waterhouse Canada's 13F filing for Q1 2026, filed 12 May 2026.