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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All positions including Charles Schwab Corporation held by Legacy Capital Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $428k | 7.8k | 54.90 |
2023-03-31 | $331k | 6.3k | 52.38 |
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