Charles Schwab Corporation shares owned by Legacy Wealth Asset Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Legacy Wealth Asset Management
from 13F filings
Historical chart of Legacy Wealth Asset Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Legacy Wealth Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $665k | 9.0k | 73.69 |
| 2024-03-31 | $766k | 11k | 72.34 |
| 2023-12-31 | $726k | 11k | 68.80 |
| 2023-09-30 | $594k | 11k | 54.90 |
| 2023-06-30 | $616k | 11k | 56.68 |
| 2023-03-31 | $572k | 11k | 52.38 |
| 2022-12-31 | $912k | 11k | 83.26 |
| 2022-09-30 | $793k | 11k | 71.87 |
| 2022-06-30 | $894k | 14k | 63.19 |
| 2022-03-31 | $1.2M | 14k | 84.32 |
| 2021-12-31 | $1.2M | 15k | 84.11 |
| 2021-09-30 | $1.1M | 15k | 72.81 |
| 2021-06-30 | $1.1M | 15k | 72.80 |
| 2021-03-31 | $1.1M | 17k | 65.19 |
| 2020-12-31 | $901k | 17k | 53.04 |
More positions owned by Legacy Wealth Asset Management
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