TD PRIVATE CLIENT WEALTH LLC

Position in SCHW — Schwab Charles Corp

CIK 1551017 NEW YORK, NY

Back to SCHW Full portfolio

Position in SCHW

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$3,968,255

-$72,133 QoQ

Shares Held

43,007

+0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#707

of 2,304 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in SCHW Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

TD PRIVATE CLIENT WEALTH LLC holds $21,661,280 across 21 Capital Markets names. SCHW ranks #3 (18.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	6,467	$6,540,529
2	MS	Morgan Stanley	24,947	$5,214,920
3	SCHW	Schwab Charles Corp This page	43,007	$3,968,255
4	IBKR	Interactive Brokers Group, Inc.	36,376	$3,166,167
5	LPLA	LPL Financial Holdings Inc.	5,967	$1,680,784
6	LAZ	Lazard, Inc.	8,424	$353,302
7	HOOD	Robinhood Markets, Inc.	3,323	$333,230
8	EVR	Evercore Inc.	563	$192,230

All Filings in SCHW

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,968,255	43,007	+0.0%	Shares	Defined	2026-08-04
2026-03-31	$4,040,388	42,992	+12.3%	Shares	Defined	2026-04-27
2025-12-31	$3,823,755	38,272	-1.1%	Shares	Defined	2026-02-05
2025-09-30	$3,695,834	38,712	+4.5%	Shares	Defined	2025-10-27
2025-06-30	$3,380,442	37,050	+87.0%	Shares	Defined	2025-07-15
2025-03-31	$1,550,570	19,808	+307.2%	Shares	Defined	2025-04-29
2024-12-31	$360,058	4,865	-13.1%	Shares	Defined	2025-02-11
2024-09-30	$363,000	5,601	-50.6%	Shares	Defined	2024-11-18
2024-06-30	$834,686	11,327	-5.3%	Shares	Defined	2024-08-14
2024-03-31	$865,620	11,966	-13.5%	Shares	Defined	2024-08-16
2023-12-31	$952,192	13,840	+47.5%	Shares	Defined	2024-08-16
2023-09-30	$515,291	9,386	+6.7%	Shares	Defined	2024-08-16
2023-06-30	$498,784	8,800	-8.1%	Shares	Defined	2024-08-16
2023-03-31	$501,695	9,578	-86.9%	Shares	Defined	2024-08-16
2022-12-31	$6,089,303	73,136	-4.9%	Shares	Defined	2024-08-16
2022-09-30	$5,526,515	76,896	+7.1%	Shares	Defined	2024-08-16
2022-06-30	$4,535,692	71,790	-1.3%	Shares	Defined	2024-08-16
2022-03-31	$6,133,046	72,744	-1.0%	Shares	Defined	2024-08-16
2021-12-31	$6,182,191	73,510	-6.5%	Shares	Defined	2024-08-16
2021-09-30	$5,729,230	78,655	-3.1%	Shares	Defined	2024-08-16
2021-06-30	$5,912,317	81,202	+10.8%	Shares	Defined	2024-08-16
2021-03-31	$4,778,932	73,319	+57.0%	Shares	Defined	2024-08-16
2020-12-31	$2,476,596	46,693	+3.7%	Shares	Defined	2024-08-16
2020-09-30	$1,631,110	45,021	-1.4%	Shares	Defined	2024-08-16
2020-06-30	$1,541,007	45,673	+62.1%	Shares	Defined	2024-08-16
2020-03-31	$947,512	28,183	—	Shares	Defined	2024-08-16
No filing history on record for this holder in this stock.