LFA
SCHW

Legacy Financial Advisors’s Charles Schwab SCHW Stock Holding History

Legacy Financial Advisors’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 		$1.27M Sell
13,756
-97
-0.7% -$8.85K 0.15% 113
2026
Q1 		$1.3M Sell
13,853
-1,295
-9% -$127K 0.18% 100
2025
Q4 		$1.51M Sell
15,148
-2,860
-16% -$271K 0.21% 84
2025
Q3 		$1.72M Sell
18,008
-616
-3% -$58.5K 0.24% 66
2025
Q2 		$1.7M Buy
18,624
+11,313
+155% +$947K 0.27% 60
2025
Q1 		$572K Buy
7,311
+673
+10% +$52.8K 0.1% 172
2024
Q4 		$491K Buy
6,638
+2,281
+52% +$171K 0.08% 198
2024
Q3 		$282K Buy
4,357
+632
+17% +$41.5K 0.05% 285
2024
Q2 		$274K Buy
3,725
+351
+10% +$25.9K 0.05% 268
2024
Q1 		$244K Sell
3,374
-667
-17% -$43.9K 0.04% 280
2023
Q4 		$278K Buy
+4,041
New +$233K 0.05% 242
2023
Q1 		– Sell
-3,996
Closed -$333K – 264
2022
Q4 		$333K Buy
3,996
+946
+31% +$73.4K 0.07% 166
2022
Q3 		$219K Buy
+3,050
New +$212K 0.05% 201
2022
Q2 		– Sell
-3,169
Closed -$267K – 253
2022
Q1 		$267K Buy
3,169
+406
+15% +$35.7K 0.06% 184
2021
Q4 		$232K Buy
+2,763
New +$224K 0.05% 182
2019
Q2 		– Sell
-1,156
Closed -$49K – 750
2019
Q1 		$49K Buy
1,156
+922
+394% +$41.6K 0.02% 281
2018
Q4 		$10K Buy
234
+11
+5% +$498 ﹤0.01% 567
2018
Q3 		$10K Buy
223
+26
+13% +$1.33K ﹤0.01% 527
2018
Q2 		$10K Sell
197
-21
-10% -$1.16K ﹤0.01% 532
2018
Q1 		$11K Buy
218
+48
+28% +$2.57K ﹤0.01% 457
2017
Q4 		$8K Buy
+170
New +$7.99K ﹤0.01% 545

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Legacy Financial Advisors's SCHW Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Charles Schwab (SCHW) stake by 0.7% in Q2 2026, selling an estimated $8.85K and leaving 13,756 shares worth $1.27M. The position accounts for 0.15% of the portfolio, ranked #113.

Legacy Financial Advisors first reported a position in SCHW in Q4 2017 and has held it in 21 quarters since. The position peaked at $1.72M in Q3 2025. 2,306 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Legacy Financial Advisors held 13,756 shares of Charles Schwab worth $1.27M as of Q2 2026.
  • Legacy Financial Advisors sold 97 Charles Schwab shares in Q2 2026, an estimated $8.85K.
  • Charles Schwab made up 0.15% of Legacy Financial Advisors's portfolio in Q2 2026, its #113 holding.
  • Legacy Financial Advisors first reported a position in Charles Schwab in Q4 2017 and has held it in 21 quarters since.
  • Legacy Financial Advisors's Charles Schwab position peaked at $1.72M in Q3 2025.
  • 2,306 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.