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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by TD Private Client Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q2 2026 holdings

Shares (Q2 2026)
43,007
Value
$3.97M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of SCHW by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202643,007$3.97M0.1%+150.0%AddedHolders
Q1 202642,992$4.04M0.1%+4,720+12.3%AddedHolders
Q4 202538,272$3.82M0.1%−440−1.1%ReducedHolders
Q3 202538,712$3.70M0.1%+1,662+4.5%AddedHolders
Q2 202537,050$3.38M0.1%+17,242+87.0%AddedHolders
Q1 202519,808$1.55M<0.1%+14,943+307.2%AddedHolders
Q4 20244,865$360.1K<0.1%−736−13.1%ReducedHolders
Q3 20245,601$363.0K<0.1%−5,726−50.6%ReducedHolders
Q2 202411,327$834.7K<0.1%−639−5.3%ReducedHolders
Q1 202411,966$865.6K<0.1%−1,874−13.5%ReducedHolders
Q4 202313,840$952.2K<0.1%+4,454+47.5%AddedHolders
Q3 20239,386$515.3K<0.1%+586+6.7%AddedHolders
Q2 20238,800$498.8K<0.1%−778−8.1%ReducedHolders
Q1 20239,578$501.7K<0.1%−63,558−86.9%ReducedHolders
Q4 202273,136$6.09M0.3%−3,760−4.9%ReducedHolders
Q3 202276,896$5.53M0.3%+5,106+7.1%AddedHolders
Q2 202271,790$4.54M0.2%−954−1.3%ReducedHolders
Q1 202272,744$6.13M0.3%−766−1.0%ReducedHolders
Q4 202173,510$6.18M0.3%−5,145−6.5%ReducedHolders
Q3 202178,655$5.73M0.2%−2,547−3.1%ReducedHolders
Q2 202181,202$5.91M0.3%+7,883+10.8%AddedHolders
Q1 202173,319$4.78M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.