Charles Schwab Corporation shares owned by Family Legacy
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Family Legacy
from 13F filings
Historical chart of Family Legacy investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Family Legacy
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $602k | 6.3k | 95.47 |
| 2025-06-30 | $575k | 6.3k | 91.24 |
| 2025-03-31 | $493k | 6.3k | 78.28 |
| 2024-12-31 | $460k | 6.3k | 73.00 |
| 2024-09-30 | $409k | 6.3k | 64.81 |
| 2024-06-30 | $465k | 6.3k | 73.69 |
| 2024-03-31 | $457k | 6.3k | 72.34 |
| 2023-12-31 | $434k | 6.3k | 68.80 |
| 2023-09-30 | $346k | 6.3k | 54.90 |
| 2023-06-30 | $349k | 6.2k | 56.68 |
| 2023-03-31 | $319k | 6.1k | 52.38 |
| 2022-12-31 | $425k | 5.4k | 79.21 |
| 2022-09-30 | $382k | 5.3k | 71.79 |
| 2022-06-30 | $331k | 5.3k | 62.21 |
| 2022-03-31 | $449k | 5.3k | 84.38 |
| 2021-12-31 | $500k | 5.3k | 93.97 |
| 2021-09-30 | $412k | 5.3k | 77.43 |
| 2021-06-30 | $358k | 5.3k | 67.28 |
| 2021-03-31 | $347k | 5.3k | 65.21 |
| 2020-12-31 | $282k | 5.3k | 53.00 |