LWMI
SCHW

Legacy Wealth Management (Idaho)’s Charles Schwab SCHW Stock Holding History

Legacy Wealth Management (Idaho)’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
Q1 		$5.45K Buy
58
+11
+23% +$1.08K ﹤0.01% 600
2025
Q4 		$4.7K Buy
+47
New +$4.46K ﹤0.01% 543
2025
Q1 		– Sell
-127
Closed -$10.6K – 851
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Legacy Wealth Management (Idaho)'s SCHW Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its Charles Schwab (SCHW) stake by 23% in Q1 2026, buying an estimated $1.08K and bringing the position to 58 shares worth $5.45K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Legacy Wealth Management (Idaho) first reported a position in SCHW in Q3 2024 and has held it in 4 quarters since. The position peaked at $13.9K in Q3 2024. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 58 shares of Charles Schwab worth $5.45K as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 11 Charles Schwab shares in Q1 2026, an estimated $1.08K.
  • Charles Schwab made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #600 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Charles Schwab in Q3 2024 and has held it in 4 quarters since.
  • Legacy Wealth Management (Idaho)'s Charles Schwab position peaked at $13.9K in Q3 2024.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.