Toronto Dominion Bank’s Schwab US Large- Cap ETF SCHX Stock Holding History

Toronto Dominion Bank’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-375,000	Closed	-$7.05M	–	1589
2023 Q4	$7.05M	Buy	375,000 +75,000	+25%	+$1.32M	0.01%	638
2023 Q3	$5.06M	Sell	300,000 -150,000	-33%	-$2.63M	0.01%	680
2023 Q2	$7.85M	Hold	450,000	–	–	0.01%	602
2023 Q1	$7.25M	Buy	450,000 +150,000	+50%	+$2.36M	0.01%	589
2022 Q4	$4.51M	Sell	300,000 -225,000	-43%	-$3.41M	0.01%	709
2022 Q3	$7.41M	Buy	+525,000	New	+$8.24M	0.01%	567

Other funds holding SCHX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Toronto Dominion Bank's SCHX Position: Q1 2024 in Review

Toronto Dominion Bank sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2024, closing a stake of 375,000 shares — an estimated $7.05M sold.

Toronto Dominion Bank first reported a position in SCHX in Q3 2022 and held it in 6 quarters. The position peaked at $7.85M in Q2 2023. 1,191 funds tracked by Wall St. Rank hold SCHX as of Q1 2024.

Toronto Dominion Bank reported no remaining Schwab US Large- Cap ETF position as of Q1 2024 after selling out during the quarter.
Toronto Dominion Bank sold 375,000 Schwab US Large- Cap ETF shares in Q1 2024, an estimated $7.05M.
Toronto Dominion Bank first reported a position in Schwab US Large- Cap ETF in Q3 2022 and held it in 6 quarters.
Toronto Dominion Bank's Schwab US Large- Cap ETF position peaked at $7.85M in Q2 2023.
1,191 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2024.

Based on Toronto Dominion Bank's 13F filing for Q1 2024, filed 14 May 2024.