Charles Schwab Corporation shares owned by Legacy Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Legacy Advisors
from 13F filings
Historical chart of Legacy Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $479k | 7.4k | 64.81 |
| 2024-06-30 | $515k | 7.0k | 73.69 |
| 2024-03-31 | $471k | 6.5k | 72.34 |
| 2023-12-31 | $424k | 6.2k | 68.80 |
| 2023-09-30 | $289k | 5.3k | 54.90 |
| 2023-06-30 | $274k | 4.8k | 56.68 |
| 2017-09-30 | $3.0k | 75 | 40.00 |