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
Q2 		– Sell
-58
Closed -$5.45K – 805
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 $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 $3.38T AUM 44.17% 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 Management (Idaho)'s SCHW Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Charles Schwab (SCHW) in Q2 2026, closing a stake of 58 shares — an estimated $5.45K sold.

Legacy Wealth Management (Idaho) first reported a position in SCHW in Q3 2024 and held it in 4 quarters. The position peaked at $13.9K in Q3 2024. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Charles Schwab position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 58 Charles Schwab shares in Q2 2026, an estimated $5.45K.
  • Legacy Wealth Management (Idaho) first reported a position in Charles Schwab in Q3 2024 and held it in 4 quarters.
  • 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 Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.