Charles Schwab Corporation shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 18k | 95.47 |
| 2025-06-30 | $1.7M | 19k | 91.24 |
| 2025-03-31 | $572k | 7.3k | 78.28 |
| 2024-12-31 | $491k | 6.6k | 74.01 |
| 2024-09-30 | $282k | 4.4k | 64.81 |
| 2024-06-30 | $275k | 3.7k | 73.69 |
| 2024-03-31 | $244k | 3.4k | 72.34 |
| 2023-12-31 | $278k | 4.0k | 68.80 |
| 2022-12-31 | $333k | 4.0k | 83.26 |
| 2022-09-30 | $219k | 3.1k | 71.80 |
| 2022-03-31 | $267k | 3.2k | 84.25 |
| 2021-12-31 | $232k | 2.8k | 83.97 |
| 2019-03-31 | $49k | 1.2k | 42.39 |
| 2018-12-31 | $10k | 234 | 42.74 |
| 2018-09-30 | $10k | 223 | 44.84 |
| 2018-06-30 | $10k | 197 | 50.76 |
| 2018-03-31 | $11k | 218 | 50.46 |
| 2017-12-31 | $8.0k | 170 | 47.06 |