Back to SCHW-PJ
Legacy Financial Strategies, LLC → SCHW-PJ
Legacy Financial Strategies, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
24
Latest value
$14.2M
Q3 2026
Peak value
$108.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $69M |
| Q3 2025 | $92.8M |
| Q3 2025 | $958K |
| Q3 2025 | $12.9M |
| Q4 2025 | $68M |
| Q4 2025 | $93.1M |
| Q4 2025 | $201K |
| Q4 2025 | $1M |
| Q4 2025 | $12M |
| Q1 2026 | $65.6M |
| Q1 2026 | $84.5M |
| Q1 2026 | $217K |
| Q1 2026 | $872K |
| Q1 2026 | $13.4M |
| Q2 2026 | $77.2M |
| Q2 2026 | $99.4M |
| Q2 2026 | $262K |
| Q2 2026 | $646K |
| Q2 2026 | $13.9M |
| Q3 2026 | $79.7M |
| Q3 2026 | $108.2M |
| Q3 2026 | $243K |
| Q3 2026 | $654K |
| Q3 2026 | $14.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14.2M | 437.5K | — | — |
| Q3 2026 | $654K | 20.8K | — | — |
| Q3 2026 | $243K | 7.2K | — | — |
| Q3 2026 | $108.2M | 3.01M | — | — |
| Q3 2026 | $79.7M | 2.72M | — | — |
| Q2 2026 | $13.9M | 437.3K | — | — |
| Q2 2026 | $646K | 20.8K | — | — |
| Q2 2026 | $262K | 7.1K | — | — |
| Q2 2026 | $99.4M | 2.94M | — | — |
| Q2 2026 | $77.2M | 2.67M | — | — |
| Q1 2026 | $13.4M | 436.5K | — | — |
| Q1 2026 | $872K | 31.3K | — | — |
| Q1 2026 | $217K | 7.0K | — | — |
| Q1 2026 | $84.5M | 2.90M | — | — |
| Q1 2026 | $65.6M | 2.61M | — | — |
| Q4 2025 | $12M | 436.8K | — | — |
| Q4 2025 | $1M | 36.8K | — | — |
| Q4 2025 | $201K | 6.7K | — | — |
| Q4 2025 | $93.1M | 2.85M | — | — |
| Q4 2025 | $68M | 2.59M | — | — |
| Q3 2025 | $12.9M | 472.8K | — | — |
| Q3 2025 | $958K | 36.4K | — | — |
| Q3 2025 | $92.8M | 2.91M | — | — |
| Q3 2025 | $69M | 2.68M | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B