Toronto Dominion Bank’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$111M Buy
1,216,436
+327,086
+37% +$29.8M 0.18% 81
2025
Q1
$69.6M Sell
889,350
-184,604,137
-100% -$14.5B 0.14% 102
2024
Q4
$13.7B Buy
185,493,487
+68,096
+0% +$5.04M 21.68% 1
2024
Q3
$12B Sell
185,425,391
-40,537,580
-18% -$2.63B 21.25% 1
2024
Q2
$16.7B Sell
225,962,971
-122,388
-0.1% -$9.02M 26.71% 1
2024
Q1
$16.4B Buy
226,085,359
+17,134
+0% +$1.24M 25.63% 1
2023
Q4
$15.6B Buy
226,068,225
+101,949
+0% +$7.01M 22.56% 1
2023
Q3
$12.4B Sell
225,966,276
-28,336
-0% -$1.56M 20.52% 1
2023
Q2
$12.8B Buy
225,994,612
+60,442
+0% +$3.43M 19% 1
2023
Q1
$11.8B Sell
225,934,170
-60,656
-0% -$3.18M 19.3% 1
2022
Q4
$18.8B Buy
225,994,826
+225,295,680
+32,224% +$18.8B 28.16% 1
2022
Q3
$50.2M Sell
699,146
-61,294
-8% -$4.4M 0.09% 126
2022
Q2
$48M Sell
760,440
-113,648
-13% -$7.18M 0.09% 146
2022
Q1
$73.7M Buy
874,088
+3,528
+0.4% +$297K 0.11% 121
2021
Q4
$73.2M Buy
870,560
+123,896
+17% +$10.4M 0.1% 137
2021
Q3
$54.4M Sell
746,664
-116,546
-14% -$8.49M 0.09% 140
2021
Q2
$62.9M Sell
863,210
-52,945
-6% -$3.85M 0.1% 135
2021
Q1
$59.7M Buy
916,155
+2,776
+0.3% +$181K 0.11% 126
2020
Q4
$48.4M Buy
913,379
+254,551
+39% +$13.5M 0.09% 144
2020
Q3
$23.9M Sell
658,828
-9,792
-1% -$355K 0.06% 202
2020
Q2
$22.6M Sell
668,620
-23,002
-3% -$776K 0.06% 226
2020
Q1
$23.3M Sell
691,622
-87,698
-11% -$2.95M 0.07% 192
2019
Q4
$37.1M Buy
779,320
+36,295
+5% +$1.73M 0.06% 180
2019
Q3
$31.1M Sell
743,025
-657,423
-47% -$27.5M 0.07% 175
2019
Q2
$28.2M Buy
1,400,448
+614,443
+78% +$12.4M 0.06% 188
2019
Q1
$33.6M Buy
786,005
+110,414
+16% +$4.72M 0.05% 161
2018
Q4
$28.1M Sell
675,591
-118,291
-15% -$4.91M 0.05% 156
2018
Q3
$39M Buy
793,882
+6,487
+0.8% +$319K 0.07% 147
2018
Q2
$40.2M Buy
787,395
+136,181
+21% +$6.96M 0.08% 135
2018
Q1
$34M Buy
651,214
+133,885
+26% +$6.99M 0.08% 131
2017
Q4
$26.6M Buy
517,329
+64,079
+14% +$3.29M 0.08% 142
2017
Q3
$19.8M Buy
453,250
+40,560
+10% +$1.77M 0.06% 159
2017
Q2
$17.7M Buy
412,690
+84,428
+26% +$3.63M 0.06% 171
2017
Q1
$13.4M Buy
328,262
+119,692
+57% +$4.88M 0.04% 179
2016
Q4
$8.23M Buy
208,570
+172,858
+484% +$6.82M 0.02% 186
2016
Q3
$1.13M Buy
35,712
+28,504
+395% +$900K ﹤0.01% 288
2016
Q2
$182K Sell
7,208
-2,601
-27% -$65.7K ﹤0.01% 444
2016
Q1
$275K Sell
9,809
-27,590
-74% -$773K ﹤0.01% 342
2015
Q4
$1.23M Sell
37,399
-1,396
-4% -$46K 0.01% 236
2015
Q3
$1.11M Buy
38,795
+6,228
+19% +$178K 0.01% 236
2015
Q2
$1.06M Buy
32,567
+159
+0.5% +$5.19K 0.01% 264
2015
Q1
$987K Sell
32,408
-15,678
-33% -$477K ﹤0.01% 259
2014
Q4
$1.45M Buy
48,086
+25,760
+115% +$777K 0.01% 248
2014
Q3
$636K Sell
22,326
-843
-4% -$24K ﹤0.01% 295
2014
Q2
$624K Buy
23,169
+3,835
+20% +$103K ﹤0.01% 322
2014
Q1
$529K Buy
19,334
+140
+0.7% +$3.83K ﹤0.01% 335
2013
Q4
$499K Buy
19,194
+18,519
+2,744% +$481K ﹤0.01% 338
2013
Q3
$14K Hold
675
﹤0.01% 531
2013
Q2
$14K Buy
+675
New +$14K ﹤0.01% 539