Charles Schwab
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Charles Schwab’s Legacy Housing LEGH Stock Holding History

Charles Schwab’s Portfolio LEGH Stock Details LEGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.51M Sell
73,805
-2,205
-3% -$46K ﹤0.01% 2787
2025
Q4 		$1.48M Sell
76,010
-79
-0.1% -$1.69K ﹤0.01% 2810
2025
Q3 		$2.09M Sell
76,089
-7,816
-9% -$199K ﹤0.01% 2733
2025
Q2 		$1.9M Sell
83,905
-6,207
-7% -$145K ﹤0.01% 2682
2025
Q1 		$2.27M Sell
90,112
-550
-0.6% -$14K ﹤0.01% 2570
2024
Q4 		$2.24M Sell
90,662
-791
-0.9% -$20.5K ﹤0.01% 2639
2024
Q3 		$2.5M Buy
91,453
+60,292
+193% +$1.58M ﹤0.01% 2643
2024
Q2 		$715K Buy
31,161
+2,022
+7% +$44.5K ﹤0.01% 3050
2024
Q1 		$627K Buy
29,139
+1,675
+6% +$40.2K ﹤0.01% 2943
2023
Q4 		$693K Sell
27,464
-1,163
-4% -$24.6K ﹤0.01% 2958
2023
Q3 		$556K Buy
28,627
+1,298
+5% +$28.6K ﹤0.01% 3010
2023
Q2 		$634K Buy
27,329
+4,526
+20% +$98K ﹤0.01% 2942
2023
Q1 		$519K Hold
22,803
– – ﹤0.01% 2936
2022
Q4 		$432K Buy
22,803
+876
+4% +$15.4K ﹤0.01% 3035
2022
Q3 		$377K Sell
21,927
-2,933
-12% -$46.6K ﹤0.01% 3077
2022
Q2 		$325K Buy
24,860
+1,184
+5% +$20K ﹤0.01% 3179
2022
Q1 		$509K Hold
23,676
– – ﹤0.01% 3099
2021
Q4 		$627K Hold
23,676
– – ﹤0.01% 3081
2021
Q3 		$426K Sell
23,676
-30,669
-56% -$549K ﹤0.01% 3191
2021
Q2 		$919K Sell
54,345
-1,731
-3% -$32K ﹤0.01% 2965
2021
Q1 		$995K Buy
56,076
+833
+2% +$13.3K ﹤0.01% 2861
2020
Q4 		$835K Sell
55,243
-882
-2% -$12.9K ﹤0.01% 2824
2020
Q3 		$768K Buy
56,125
+8,668
+18% +$123K ﹤0.01% 2739
2020
Q2 		$675K Buy
47,457
+13,554
+40% +$154K ﹤0.01% 2740
2020
Q1 		$314K Buy
33,903
+469
+1% +$6.39K ﹤0.01% 2877
2019
Q4 		$557K Buy
33,434
+385
+1% +$6.04K ﹤0.01% 2784
2019
Q3 		$536K Buy
33,049
+9,117
+38% +$125K ﹤0.01% 2770
2019
Q2 		$298K Sell
23,932
-5,337
-18% -$64.8K ﹤0.01% 3006
2019
Q1 		$349K Buy
+29,269
New +$390K ﹤0.01% 2893

Other funds holding LEGH

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab's LEGH Position: Q1 2026 in Review

Charles Schwab reduced its Legacy Housing (LEGH) stake by 2.9% in Q1 2026, selling an estimated $46K and leaving 73,805 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #2787.

Charles Schwab first reported a position in LEGH in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.5M in Q3 2024. 112 funds tracked by Wall St. Rank hold LEGH as of Q1 2026.

  • Charles Schwab held 73,805 shares of Legacy Housing worth $1.51M as of Q1 2026.
  • Charles Schwab sold 2,205 Legacy Housing shares in Q1 2026, an estimated $46K.
  • Legacy Housing made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #2787 holding.
  • Charles Schwab first reported a position in Legacy Housing in Q1 2019 and has held it in 29 quarters since.
  • Charles Schwab's Legacy Housing position peaked at $2.5M in Q3 2024.
  • 112 funds tracked by Wall St. Rank held Legacy Housing as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.