TCOT
SCHW

Trust Company of Toledo’s Charles Schwab SCHW Stock Holding History

Trust Company of Toledo’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 		$1.51M Buy
16,358
+1,827
+13% +$167K 0.13% 149
2026
Q1 		$1.37M Buy
14,531
+4,064
+39% +$399K 0.13% 149
2025
Q4 		$1.05M Buy
10,467
+937
+10% +$88.9K 0.1% 165
2025
Q3 		$910K Buy
9,530
+692
+8% +$65.7K 0.09% 172
2025
Q2 		$806K Buy
8,838
+218
+3% +$18.3K 0.09% 175
2025
Q1 		$675K Buy
8,620
+1,613
+23% +$127K 0.09% 162
2024
Q4 		$519K Buy
7,007
+835
+14% +$62.5K 0.07% 174
2024
Q3 		$400K Buy
6,172
+1,820
+42% +$120K 0.05% 190
2024
Q2 		$321K Buy
4,352
+1,075
+33% +$79.4K 0.05% 197
2024
Q1 		$237K Buy
+3,277
New +$216K 0.04% 206

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

Trust Company of Toledo's SCHW Position: Q2 2026 in Review

Trust Company of Toledo increased its Charles Schwab (SCHW) stake by 13% in Q2 2026, buying an estimated $167K and bringing the position to 16,358 shares worth $1.51M. The position accounts for 0.13% of the portfolio, ranked #149.

Trust Company of Toledo first reported a position in SCHW in Q1 2024 and has held it in 10 quarters since. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Trust Company of Toledo held 16,358 shares of Charles Schwab worth $1.51M as of Q2 2026.
  • Trust Company of Toledo bought 1,827 Charles Schwab shares in Q2 2026, an estimated $167K.
  • Charles Schwab made up 0.13% of Trust Company of Toledo's portfolio in Q2 2026, its #149 holding.
  • Trust Company of Toledo first reported a position in Charles Schwab in Q1 2024 and has held it in 10 quarters since.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.