Charles Schwab Corporation shares owned by Legacy Capital Wealth Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Legacy Capital Wealth Partners
from 13F filings
Historical chart of Legacy Capital Wealth Partners investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Legacy Capital Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $506k | 5.3k | 95.47 |
| 2025-06-30 | $477k | 5.2k | 91.24 |
| 2025-03-31 | $627k | 8.0k | 78.28 |
| 2024-12-31 | $597k | 8.1k | 74.01 |
| 2024-09-30 | $537k | 8.3k | 64.81 |
| 2024-06-30 | $568k | 7.7k | 73.69 |
| 2023-09-30 | $428k | 7.8k | 54.90 |
| 2023-03-31 | $331k | 6.3k | 52.38 |
More positions owned by Legacy Capital Wealth Partners
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