Charles Schwab Corporation shares owned by Legacy Private Trust
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Legacy Private Trust
from 13F filings
Historical chart of Legacy Private Trust investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Legacy Private Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $312k | 3.3k | 95.47 |
| 2025-06-30 | $298k | 3.3k | 91.24 |
| 2025-03-31 | $256k | 3.3k | 78.28 |
| 2024-12-31 | $248k | 3.4k | 74.01 |
| 2024-09-30 | $217k | 3.4k | 64.81 |
| 2024-06-30 | $250k | 3.4k | 73.69 |
| 2024-03-31 | $246k | 3.4k | 72.34 |
| 2023-12-31 | $243k | 3.5k | 68.80 |
| 2023-09-30 | $211k | 3.8k | 54.90 |