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Charles Schwab Corporation shares owned by TD Capital Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by TD Capital Management from 13F filings

Historical chart of TD Capital Management investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by TD Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by TD Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $46k 463 99.86
2025-09-30 $23k 239 95.31
2025-06-30 $22k 238 91.42
2025-03-31 $3.8k 48 78.79
2024-12-31 $3.6k 48 74.23
2024-03-31 $650 9 72.33

More positions owned by TD Capital Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)

View all positions for TD Capital Management

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
PRIMECAP Management Company
Harris Associates L.P
Fisher Investments
Norges Bank Investment Management
Artisan Partners Limited Partnership
Northern Trust
Invesco

View all funds holding Charles Schwab Corporation