LA
Legacy Advisors’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,038
| Closed | -$707K | – | 336 |
|
|
2025
Q1 | $707K | Buy |
9,038
+531
| +6% | +$41.6K | 0.07% | 208 |
|
|
2024
Q4 | $630K | Buy |
8,507
+1,110
| +15% | +$82.2K | 0.06% | 233 |
|
|
2024
Q3 | $479K | Buy |
7,397
+412
| +6% | +$26.7K | 0.05% | 246 |
|
|
2024
Q2 | $515K | Buy |
6,985
+472
| +7% | +$34.8K | 0.06% | 205 |
|
|
2024
Q1 | $471K | Buy |
6,513
+346
| +6% | +$25K | 0.06% | 211 |
|
|
2023
Q4 | $424K | Buy |
6,167
+911
| +17% | +$62.7K | 0.05% | 209 |
|
|
2023
Q3 | $289K | Buy |
5,256
+421
| +9% | +$23.1K | 0.05% | 234 |
|
|
2023
Q2 | $274K | Buy |
+4,835
| New | +$274K | 0.04% | 231 |
|
|
2017
Q4 | – | Sell |
-75
| Closed | -$3K | – | 415 |
|
|
2017
Q3 | $3K | Buy |
+75
| New | +$3K | ﹤0.01% | 313 |
|