LIS
SCHW

Legacy Investment Solutions’s Charles Schwab SCHW Stock Holding History

Legacy Investment Solutions’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
2024
Q4 		$10.6K Sell
127
-50
-28% -$3.74K 0.01% 282
2024
Q3 		$13.9K Buy
+177
New +$11.6K 0.01% 265

Other funds holding SCHW

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Legacy Investment Solutions's SCHW Position: Q4 2024 in Review

Legacy Investment Solutions reduced its Charles Schwab (SCHW) stake by 28% in Q4 2024, selling an estimated $3.74K and leaving 127 shares worth $10.6K. The position accounts for 0.01% of the portfolio, ranked #282.

Legacy Investment Solutions first reported a position in SCHW in Q3 2024 and has held it in 2 quarters since. The position peaked at $13.9K in Q3 2024. 1,985 funds tracked by Wall St. Rank hold SCHW as of Q4 2024.

  • Legacy Investment Solutions held 127 shares of Charles Schwab worth $10.6K as of Q4 2024.
  • Legacy Investment Solutions sold 50 Charles Schwab shares in Q4 2024, an estimated $3.74K.
  • Charles Schwab made up 0.01% of Legacy Investment Solutions's portfolio in Q4 2024, its #282 holding.
  • Legacy Investment Solutions first reported a position in Charles Schwab in Q3 2024 and has held it in 2 quarters since.
  • Legacy Investment Solutions's Charles Schwab position peaked at $13.9K in Q3 2024.
  • 1,985 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.