Legacy Private Trust’s Charles Schwab SCHW Stock Holding History

Legacy Private Trust’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
2025 Q3	$312K	Hold
2025 Q2	$298K	Hold
2025 Q1	$256K	Sell
2024 Q4	$248K	Hold
2024 Q3	$217K	Sell
2024 Q2	$250K	Hold
2024 Q1	$246K	Sell
2023 Q4	$243K	Sell
2023 Q3	$211K	Buy