LCWP
SCHW

Legacy Capital Wealth Partners’s Charles Schwab SCHW Stock Holding History

Legacy Capital Wealth Partners’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 		$381K Sell
4,051
-1,264
-24% -$124K 0.08% 255
2025
Q4 		$531K Buy
5,315
+17
+0.3% +$1.61K 0.11% 188
2025
Q3 		$506K Buy
5,298
+70
+1% +$6.64K 0.11% 202
2025
Q2 		$477K Sell
5,228
-2,777
-35% -$233K 0.11% 206
2025
Q1 		$627K Sell
8,005
-55
-0.7% -$4.32K 0.15% 143
2024
Q4 		$596K Sell
8,060
-230
-3% -$17.2K 0.15% 142
2024
Q3 		$537K Buy
8,290
+586
+8% +$38.5K 0.11% 182
2024
Q2 		$568K Buy
+7,704
New +$569K 0.14% 139
2024
Q1 		– Sell
-7,425
Closed -$511K – 296
2023
Q4 		$511K Sell
7,425
-370
-5% -$21.4K 0.14% 142
2023
Q3 		$428K Buy
+7,795
New +$471K 0.12% 164
2023
Q2 		– Sell
-6,324
Closed -$331K – 198
2023
Q1 		$331K Buy
+6,324
New +$463K 0.09% 183

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State Street
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T. Rowe Price Associates
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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