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TD PRIVATE CLIENT WEALTH LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TD PRIVATE CLIENT WEALTH LLC on SCHD, newest first. How the timeline and the estimate are built.

TD PRIVATE CLIENT WEALTH LLC held 791,541 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 791,541 shares
    Change vs previous 13F +51,691 shares

    0.46% of the 13F portfolio, value $25,099,763.

    13F-HR 0002052595-26-000082 filed by TD PRIVATE CLIENT WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 739,850 shares
    Change vs previous 13F -4,123 shares

    0.47% of the 13F portfolio, value $22,698,596.

    13F-HR 0002052595-26-000059 filed by TD PRIVATE CLIENT WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 743,973 shares
    Change vs previous 13F -53,770 shares

    0.43% of the 13F portfolio, value $20,407,177.

    13F-HR 0002052595-26-000006 filed by TD PRIVATE CLIENT WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 797,743 shares
    Change vs previous 13F -206,531 shares

    0.49% of the 13F portfolio, value $21,778,382.

    13F-HR 0002052595-25-000069 filed by TD PRIVATE CLIENT WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,004,274 shares
    Change vs previous 13F +150,507 shares

    0.65% of the 13F portfolio, value $26,613,259.

    13F-HR 0002052595-25-000004 filed by TD PRIVATE CLIENT WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 853,767 shares
    Change vs previous 13F +37,014 shares

    0.66% of the 13F portfolio, value $23,871,315.

    13F-HR 0001089355-25-000036 filed by TD PRIVATE CLIENT WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 816,753 shares
    Change vs previous 13F +549,628 shares

    0.62% of the 13F portfolio, value $22,313,693.

    13F-HR 0001089355-25-000003 filed by TD PRIVATE CLIENT WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 267,125 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $22,580,036.

    13F-HR 0001654954-24-014605 filed by TD PRIVATE CLIENT WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).