LB
SCHW

Legacy Bridge’s Charles Schwab SCHW Stock Holding History

Legacy Bridge’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
Q1 		– Sell
-115
Closed -$11.5K – 449
2025
Q4 		$11.5K Buy
115
+113
+5,650% +$10.7K ﹤0.01% 300
2025
Q3 		$191 Hold
2
– – ﹤0.01% 311
2025
Q2 		$183 Buy
+2
New +$167 ﹤0.01% 300
2020
Q1 		– Sell
-11,269
Closed -$536K – 302
2019
Q4 		$536K Buy
11,269
+600
+6% +$26.4K 0.45% 82
2019
Q3 		$446K Sell
10,669
-600
-5% -$24.2K 0.43% 86
2019
Q2 		$453K Hold
11,269
– – 0.44% 84
2019
Q1 		$482K Hold
11,269
– – 0.5% 74
2018
Q4 		$468K Buy
+11,269
New +$510K 0.58% 64

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Legacy Bridge's SCHW Position: Q1 2026 in Review

Legacy Bridge sold out of Charles Schwab (SCHW) in Q1 2026, closing a stake of 115 shares — an estimated $11.5K sold.

Legacy Bridge first reported a position in SCHW in Q4 2018 and held it in 8 quarters. The position peaked at $536K in Q4 2019. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Legacy Bridge reported no remaining Charles Schwab position as of Q1 2026 after selling out during the quarter.
  • Legacy Bridge sold 115 Charles Schwab shares in Q1 2026, an estimated $11.5K.
  • Legacy Bridge first reported a position in Charles Schwab in Q4 2018 and held it in 8 quarters.
  • Legacy Bridge's Charles Schwab position peaked at $536K in Q4 2019.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.