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TD PRIVATE CLIENT WEALTH LLC: SCHG position timeline

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

TD PRIVATE CLIENT WEALTH LLC held 892,451 SCHG 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 892,451 shares
    Change vs previous 13F -17,614 shares

    0.55% of the 13F portfolio, value $30,200,540.

    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 910,065 shares
    Change vs previous 13F +65,326 shares

    0.55% of the 13F portfolio, value $26,510,181.

    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 844,739 shares
    Change vs previous 13F +141,394 shares

    0.59% of the 13F portfolio, value $27,555,380.

    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 703,345 shares
    Change vs previous 13F +17,197 shares

    0.51% of the 13F portfolio, value $22,443,731.

    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 686,148 shares
    Change vs previous 13F +48,998 shares

    0.49% of the 13F portfolio, value $20,042,373.

    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 637,150 shares
    Change vs previous 13F +175,621 shares

    0.44% of the 13F portfolio, value $15,954,228.

    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 461,529 shares
    Change vs previous 13F +363,397 shares

    0.36% of the 13F portfolio, value $12,862,802.

    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 98,132 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $10,223,405.

    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).