Back to SCHW-PJ
LEGACY FINANCIAL GROUP, INC. → SCHW-PJ
LEGACY FINANCIAL GROUP, INC. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
6
Latest value
$275K
Q3 2026
Peak value
$7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.5M |
| Q4 2025 | $6.6M |
| Q1 2026 | $6.2M |
| Q2 2026 | $7M |
| Q3 2026 | $7M |
| Q3 2026 | $275K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $275K | 8.4K | — | — |
| Q3 2026 | $7M | 232.0K | — | — |
| Q2 2026 | $7M | 237.3K | — | — |
| Q1 2026 | $6.2M | 241.3K | — | — |
| Q4 2025 | $6.6M | 245.7K | — | — |
| Q3 2025 | $6.5M | 247.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B