Charles Schwab Corporation shares owned by Legacy Bridge
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Legacy Bridge
from 13F filings
Historical chart of Legacy Bridge investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Legacy Bridge consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Charles Schwab Corporation by Legacy Bridge
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $191 | 2 | 95.50 |
| 2025-06-30 | $183 | 2 | 91.50 |
| 2019-12-31 | $536k | 11k | 47.56 |
| 2019-09-30 | $446k | 11k | 41.80 |
| 2019-06-30 | $453k | 11k | 40.20 |
| 2019-03-31 | $482k | 11k | 42.77 |
| 2018-12-31 | $468k | 11k | 41.53 |