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 Q2	$377K	Buy	4,089 +38	+0.9%	+$3.46K	0.07%	256
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

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Legacy Capital Wealth Partners's SCHW Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Charles Schwab (SCHW) stake by 0.94% in Q2 2026, buying an estimated $3.46K and bringing the position to 4,089 shares worth $377K. The position accounts for 0.07% of the portfolio, ranked #256.

Legacy Capital Wealth Partners first reported a position in SCHW in Q1 2023 and has held it in 12 quarters since. The position peaked at $627K in Q1 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Legacy Capital Wealth Partners held 4,089 shares of Charles Schwab worth $377K as of Q2 2026.
Legacy Capital Wealth Partners bought 38 Charles Schwab shares in Q2 2026, an estimated $3.46K.
Charles Schwab made up 0.07% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #256 holding.
Legacy Capital Wealth Partners first reported a position in Charles Schwab in Q1 2023 and has held it in 12 quarters since.
Legacy Capital Wealth Partners's Charles Schwab position peaked at $627K in Q1 2025.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.