Back to SCHW-PJ
Legacy Wealth Management, LLC → SCHW-PJ
Legacy Wealth Management, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
20
Latest value
$2.3M
Q3 2026
Peak value
$158M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $997K |
| Q4 2025 | $59.4M |
| Q4 2025 | $129.9M |
| Q4 2025 | $24.1M |
| Q4 2025 | $703K |
| Q1 2026 | $1M |
| Q1 2026 | $58.5M |
| Q1 2026 | $133.8M |
| Q1 2026 | $23.7M |
| Q1 2026 | $947K |
| Q2 2026 | $1.2M |
| Q2 2026 | $63.5M |
| Q2 2026 | $158M |
| Q2 2026 | $26.5M |
| Q2 2026 | $1.1M |
| Q3 2026 | $991K |
| Q3 2026 | $65M |
| Q3 2026 | $147.3M |
| Q3 2026 | $23.6M |
| Q3 2026 | $2.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.3M | 103.7K | — | — |
| Q3 2026 | $23.6M | 722.5K | — | — |
| Q3 2026 | $147.3M | 4.33M | — | — |
| Q3 2026 | $65M | 2.17M | — | — |
| Q3 2026 | $991K | 33.8K | — | — |
| Q2 2026 | $1.1M | 46.3K | — | — |
| Q2 2026 | $26.5M | 732.8K | — | — |
| Q2 2026 | $158M | 4.29M | — | — |
| Q2 2026 | $63.5M | 2.16M | — | — |
| Q2 2026 | $1.2M | 41.3K | — | — |
| Q1 2026 | $947K | 40.8K | — | — |
| Q1 2026 | $23.7M | 814.4K | — | — |
| Q1 2026 | $133.8M | 4.32M | — | — |
| Q1 2026 | $58.5M | 2.28M | — | — |
| Q1 2026 | $1M | 40.8K | — | — |
| Q4 2025 | $703K | 30.1K | — | — |
| Q4 2025 | $24.1M | 846.2K | — | — |
| Q4 2025 | $129.9M | 4.32M | — | — |
| Q4 2025 | $59.4M | 2.21M | — | — |
| Q4 2025 | $997K | 38.0K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B