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

Legacy Capital Wealth Partners’s Portfolio SCHW Stock Details SCHW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$506K	Buy
2025 Q2	$477K	Sell
2025 Q1	$627K	Sell
2024 Q4	$596K	Sell
2024 Q3	$537K	Buy
2024 Q2	$568K	Buy
2024 Q1	–	Sell
2023 Q4	$511K	Sell
2023 Q3	$428K	Buy
2023 Q2	–	Sell
2023 Q1	$331K	Buy