LCGC
SCHW

Legacy Capital Group California’s Charles Schwab SCHW Stock Holding History

Legacy Capital Group California’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 		$768K Sell
8,323
-222
-3% -$20.2K 0.23% 129
2026
Q1 		$803K Sell
8,545
-1,232
-13% -$121K 0.31% 101
2025
Q4 		$977K Buy
9,777
+257
+3% +$24.4K 0.24% 108
2025
Q3 		$909K Buy
+9,520
New +$904K 0.23% 117

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Legacy Capital Group California's SCHW Position: Q2 2026 in Review

Legacy Capital Group California reduced its Charles Schwab (SCHW) stake by 2.6% in Q2 2026, selling an estimated $20.2K and leaving 8,323 shares worth $768K. The position accounts for 0.23% of the portfolio, ranked #129.

Legacy Capital Group California first reported a position in SCHW in Q3 2025 and has held it in 4 quarters since. The position peaked at $977K in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Legacy Capital Group California held 8,323 shares of Charles Schwab worth $768K as of Q2 2026.
  • Legacy Capital Group California sold 222 Charles Schwab shares in Q2 2026, an estimated $20.2K.
  • Charles Schwab made up 0.23% of Legacy Capital Group California's portfolio in Q2 2026, its #129 holding.
  • Legacy Capital Group California first reported a position in Charles Schwab in Q3 2025 and has held it in 4 quarters since.
  • Legacy Capital Group California's Charles Schwab position peaked at $977K in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.