FLFS
SCHW

Family Legacy Financial Solutions’s Charles Schwab SCHW Stock Holding History

Family Legacy Financial Solutions’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-32
Closed -$3.06K – 200
2025
Q3 		$3.06K Hold
32
– – ﹤0.01% 206
2025
Q2 		$2.92K Buy
+32
New +$2.68K ﹤0.01% 185

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Family Legacy Financial Solutions's SCHW Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of Charles Schwab (SCHW) in Q4 2025, closing a stake of 32 shares — an estimated $3.06K sold.

Family Legacy Financial Solutions first reported a position in SCHW in Q2 2025 and held it in 2 quarters. The position peaked at $3.06K in Q3 2025. 2,316 funds tracked by Wall St. Rank hold SCHW as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining Charles Schwab position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 32 Charles Schwab shares in Q4 2025, an estimated $3.06K.
  • Family Legacy Financial Solutions first reported a position in Charles Schwab in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's Charles Schwab position peaked at $3.06K in Q3 2025.
  • 2,316 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.