Legacy Capital Wealth Partners’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $531K | Buy |
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|
2025
Q3 | $506K | Buy |
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|
2025
Q2 | $477K | Sell |
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|
2025
Q1 | $627K | Sell |
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|
2024
Q4 | $596K | Sell |
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|
2024
Q3 | $537K | Buy |
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|
2024
Q2 | $568K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $511K | Sell |
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|
2023
Q3 | $428K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $331K | Buy |
|