Family Legacy Inc’s Charles Schwab SCHW Stock Holding History

Family Legacy Inc’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
2026 Q2	$593K	Buy	6,424 +12	+0.2%	+$1.09K	0.16%	101
2026 Q1	$603K	Buy	6,412 +112	+2%	+$11K	0.18%	101
2025 Q4	$629K	Hold	6,300	–	–	0.19%	96
2025 Q3	$601K	Hold	6,300	–	–	0.18%	99
2025 Q2	$575K	Hold	6,300	–	–	0.19%	96
2025 Q1	$493K	Hold	6,300	–	–	0.17%	100
2024 Q4	$460K	Sell	6,300 -10	-0.2%	-$748	0.16%	102
2024 Q3	$409K	Hold	6,310	–	–	0.14%	105
2024 Q2	$465K	Hold	6,310	–	–	0.17%	101
2024 Q1	$456K	Hold	6,310	–	–	0.16%	98
2023 Q4	$434K	Hold	6,310	–	–	0.17%	98
2023 Q3	$346K	Buy	6,310 +150	+2%	+$9.07K	0.14%	102
2023 Q2	$349K	Buy	6,160 +79	+1%	+$4.14K	0.14%	101
2023 Q1	$319K	Buy	6,081 +719	+13%	+$52.7K	0.14%	102
2022 Q4	$425K	Buy	5,362 +41	+0.8%	+$3.18K	0.19%	96
2022 Q3	$382K	Hold	5,321	–	–	0.19%	97
2022 Q2	$331K	Hold	5,321	–	–	0.16%	100
2022 Q1	$449K	Hold	5,321	–	–	0.19%	97
2021 Q4	$500K	Hold	5,321	–	–	0.2%	94
2021 Q3	$412K	Hold	5,321	–	–	0.19%	97
2021 Q2	$358K	Hold	5,321	–	–	0.16%	99
2021 Q1	$347K	Hold	5,321	–	–	0.17%	100
2020 Q4	$282K	Buy	+5,321	New	+$241K	0.15%	105

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Family Legacy Inc's SCHW Position: Q2 2026 in Review

Family Legacy Inc increased its Charles Schwab (SCHW) stake by 0.19% in Q2 2026, buying an estimated $1.09K and bringing the position to 6,424 shares worth $593K. The position accounts for 0.16% of the portfolio, ranked #101.

Family Legacy Inc first reported a position in SCHW in Q4 2020 and has held it in 23 quarters since. The position peaked at $629K in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Family Legacy Inc held 6,424 shares of Charles Schwab worth $593K as of Q2 2026.
Family Legacy Inc bought 12 Charles Schwab shares in Q2 2026, an estimated $1.09K.
Charles Schwab made up 0.16% of Family Legacy Inc's portfolio in Q2 2026, its #101 holding.
Family Legacy Inc first reported a position in Charles Schwab in Q4 2020 and has held it in 23 quarters since.
Family Legacy Inc's Charles Schwab position peaked at $629K in Q4 2025.
2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Family Legacy Inc's 13F filing for Q2 2026, filed 6 Aug 2026.