LWA
SCHW

Legacy Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Legacy Wealth 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 		$288K Buy
3,117
+756
+32% +$68.9K 0.12% 106
2026
Q1 		$222K Buy
2,361
+254
+12% +$24.9K 0.11% 99
2025
Q4 		$211K Buy
+2,107
New +$200K 0.14% 81

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 Wealth Advisors's SCHW Position: Q2 2026 in Review

Legacy Wealth Advisors increased its Charles Schwab (SCHW) stake by 32% in Q2 2026, buying an estimated $68.9K and bringing the position to 3,117 shares worth $288K. The position accounts for 0.12% of the portfolio, ranked #106.

Legacy Wealth Advisors first reported a position in SCHW in Q4 2025 and has held it in 3 quarters since. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Legacy Wealth Advisors held 3,117 shares of Charles Schwab worth $288K as of Q2 2026.
  • Legacy Wealth Advisors bought 756 Charles Schwab shares in Q2 2026, an estimated $68.9K.
  • Charles Schwab made up 0.12% of Legacy Wealth Advisors's portfolio in Q2 2026, its #106 holding.
  • Legacy Wealth Advisors first reported a position in Charles Schwab in Q4 2025 and has held it in 3 quarters since.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Legacy Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.