LFA
Legacy Financial Advisors’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Buy |
18,624
+11,313
| +155% | +$1.03M | 0.27% | 60 |
|
|
2025
Q1 | $572K | Buy |
7,311
+673
| +10% | +$52.7K | 0.1% | 172 |
|
|
2024
Q4 | $491K | Buy |
6,638
+2,281
| +52% | +$169K | 0.08% | 198 |
|
|
2024
Q3 | $282K | Buy |
4,357
+632
| +17% | +$41K | 0.05% | 285 |
|
|
2024
Q2 | $274K | Buy |
3,725
+351
| +10% | +$25.9K | 0.05% | 268 |
|
|
2024
Q1 | $244K | Sell |
3,374
-667
| -17% | -$48.3K | 0.04% | 280 |
|
|
2023
Q4 | $278K | Buy |
+4,041
| New | +$278K | 0.05% | 242 |
|
|
2023
Q1 | – | Sell |
-3,996
| Closed | -$333K | – | 264 |
|
|
2022
Q4 | $333K | Buy |
3,996
+946
| +31% | +$78.8K | 0.07% | 166 |
|
|
2022
Q3 | $219K | Buy |
+3,050
| New | +$219K | 0.05% | 201 |
|
|
2022
Q2 | – | Sell |
-3,169
| Closed | -$267K | – | 253 |
|
|
2022
Q1 | $267K | Buy |
3,169
+406
| +15% | +$34.2K | 0.06% | 184 |
|
|
2021
Q4 | $232K | Buy |
+2,763
| New | +$232K | 0.05% | 182 |
|
|
2019
Q2 | – | Sell |
-1,156
| Closed | -$49K | – | 751 |
|
|
2019
Q1 | $49K | Buy |
1,156
+922
| +394% | +$39.1K | 0.02% | 281 |
|
|
2018
Q4 | $10K | Buy |
234
+11
| +5% | +$470 | ﹤0.01% | 567 |
|
|
2018
Q3 | $10K | Buy |
223
+26
| +13% | +$1.17K | ﹤0.01% | 527 |
|
|
2018
Q2 | $10K | Sell |
197
-21
| -10% | -$1.07K | ﹤0.01% | 532 |
|
|
2018
Q1 | $11K | Buy |
218
+48
| +28% | +$2.42K | ﹤0.01% | 457 |
|
|
2017
Q4 | $8K | Buy |
+170
| New | +$8K | ﹤0.01% | 545 |
|