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Charles Schwab Corporation shares owned by Legacy Wealth Advisors

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Legacy Wealth Advisors from 13F filings

Historical chart of Legacy Wealth Advisors investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Legacy Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $222k 2.4k 93.98

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View all positions for Legacy Wealth Advisors

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Vanguard Capital Management
Dodge & Cox
State Street Corporation
Geode Capital Management
FMR
Franklin Resources
Vanguard Portfolio Management
PRIMECAP Management Company
Fisher Investments
Morgan Stanley
Harris Associates L.P
Artisan Partners Limited Partnership
Invesco

View all funds holding Charles Schwab Corporation