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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

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All positions including Charles Schwab Corporation held by Legacy Bridge consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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