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Legacy Private Trust Co. → SCHW-PJ
Legacy Private Trust Co. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
38
Latest value
$9.3M
Q3 2026
Peak value
$35M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $312K |
| Q3 2025 | $34.4M |
| Q3 2025 | $9.1M |
| Q3 2025 | $238K |
| Q3 2025 | $4.2M |
| Q3 2025 | $1.2M |
| Q3 2025 | $8.2M |
| Q4 2025 | $322K |
| Q4 2025 | $35M |
| Q4 2025 | $9.5M |
| Q4 2025 | $253K |
| Q4 2025 | $4.2M |
| Q4 2025 | $1.2M |
| Q4 2025 | $8.6M |
| Q1 2026 | $302K |
| Q1 2026 | $30.4M |
| Q1 2026 | $1.8M |
| Q1 2026 | $9.3M |
| Q1 2026 | $258K |
| Q1 2026 | $4.6M |
| Q1 2026 | $1.4M |
| Q1 2026 | $8.8M |
| Q2 2026 | $296K |
| Q2 2026 | $34.3M |
| Q2 2026 | $2M |
| Q2 2026 | $10.6M |
| Q2 2026 | $318K |
| Q2 2026 | $4.6M |
| Q2 2026 | $1.4M |
| Q2 2026 | $9.8M |
| Q3 2026 | $314K |
| Q3 2026 | $34.6M |
| Q3 2026 | $2.1M |
| Q3 2026 | $10.8M |
| Q3 2026 | $287K |
| Q3 2026 | $4.7M |
| Q3 2026 | $1.4M |
| Q3 2026 | $9.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.3M | 339.4K | — | — |
| Q3 2026 | $1.4M | 43.6K | — | — |
| Q3 2026 | $4.7M | 145.5K | — | — |
| Q3 2026 | $287K | 8.8K | — | — |
| Q3 2026 | $10.8M | 360.8K | — | — |
| Q3 2026 | $2.1M | 70.0K | — | — |
| Q3 2026 | $34.6M | 1.18M | — | — |
| Q3 2026 | $314K | 3.2K | — | — |
| Q2 2026 | $9.8M | 354.7K | — | — |
| Q2 2026 | $1.4M | 43.6K | — | — |
| Q2 2026 | $4.6M | 145.5K | — | — |
| Q2 2026 | $318K | 8.8K | — | — |
| Q2 2026 | $10.6M | 360.7K | — | — |
| Q2 2026 | $2M | 70.0K | — | — |
| Q2 2026 | $34.3M | 1.18M | — | — |
| Q2 2026 | $296K | 3.2K | — | — |
| Q1 2026 | $8.8M | 355.5K | — | — |
| Q1 2026 | $1.4M | 45.3K | — | — |
| Q1 2026 | $4.6M | 149.6K | — | — |
| Q1 2026 | $258K | 8.9K | — | — |
| Q1 2026 | $9.3M | 361.3K | — | — |
| Q1 2026 | $1.8M | 70.0K | — | — |
| Q1 2026 | $30.4M | 1.21M | — | — |
| Q1 2026 | $302K | 3.2K | — | — |
| Q4 2025 | $8.6M | 357.7K | — | — |
| Q4 2025 | $1.2M | 45.3K | — | — |
| Q4 2025 | $4.2M | 152.8K | — | — |
| Q4 2025 | $253K | 8.9K | — | — |
| Q4 2025 | $9.5M | 352.5K | — | — |
| Q4 2025 | $35M | 1.33M | — | — |
| Q4 2025 | $322K | 3.2K | — | — |
| Q3 2025 | $8.2M | 352.7K | — | — |
| Q3 2025 | $1.2M | 45.3K | — | — |
| Q3 2025 | $4.2M | 153.7K | — | — |
| Q3 2025 | $238K | 8.5K | — | — |
| Q3 2025 | $9.1M | 345.2K | — | — |
| Q3 2025 | $34.4M | 1.34M | — | — |
| Q3 2025 | $312K | 3.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B