Legacy Financial Group (Iowa)
SCHW

Legacy Financial Group (Iowa)’s Charles Schwab SCHW Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-1,188
Closed -$65.2K – 420
2023
Q3 		$65.2K Buy
+1,188
New +$71.8K 0.02% 159

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T. Rowe Price Associates
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State Street
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Morgan Stanley
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Financial Group (Iowa)'s SCHW Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Charles Schwab (SCHW) in Q4 2023, closing a stake of 1,188 shares — an estimated $65.2K sold.

Legacy Financial Group (Iowa) first reported a position in SCHW in Q3 2023 and held it in 1 quarter. The position peaked at $65.2K in Q3 2023. 1,873 funds tracked by Wall St. Rank hold SCHW as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Charles Schwab position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 1,188 Charles Schwab shares in Q4 2023, an estimated $65.2K.
  • Legacy Financial Group (Iowa) first reported a position in Charles Schwab in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Charles Schwab position peaked at $65.2K in Q3 2023.
  • 1,873 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.