Legacy Financial Advisors, Inc.

Position in SCHW — Schwab Charles Corp

CIK 1730810 COVINGTON, KY

Position in SCHW

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,269,266

-$32,638 QoQ

Shares Held

13,756

-0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,107

of 2,304 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Legacy Financial Advisors, Inc. holds $5,052,745 across 5 Capital Markets names. SCHW ranks #3 (25.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,757	$1,776,977
2	MS	Morgan Stanley	6,449	$1,348,098
3	SCHW	Schwab Charles Corp This page	13,756	$1,269,266
4	CLSK	Cleanspark, Inc.	27,233	$396,240
5	IBKR	Interactive Brokers Group, Inc.	3,012	$262,164

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,269,266	13,756	-0.7%	Shares	Sole	2026-08-05
2026-03-31	$1,301,904	13,853	-8.5%	Shares	Sole	2026-04-30
2025-12-31	$1,513,436	15,148	-15.9%	Shares	Sole	2026-02-04
2025-09-30	$1,719,223	18,008	-3.3%	Shares	Sole	2025-11-10
2025-06-30	$1,699,253	18,624	+154.7%	Shares	Sole	2025-08-07
2025-03-31	$572,305	7,311	+10.1%	Shares	Sole	2025-05-14
2024-12-31	$491,278	6,638	+52.4%	Shares	Sole	2025-02-13
2024-09-30	$282,377	4,357	+17.0%	Shares	Sole	2024-11-14
2024-06-30	$274,495	3,725	+10.4%	Shares	Sole	2024-08-13
2024-03-31	$244,075	3,374	-15.6%	Shares	Sole	2024-05-14
2022-12-31	$332,706	3,996	+31.0%	Shares	Sole	2023-02-06
2022-09-30	$219,203	3,050	-3.8%	Shares	Sole	2022-11-09
2022-03-31	$267,178	3,169	+14.7%	Shares	Sole	2022-05-04
2021-12-31	$232,368	2,763	—	Shares	Sole	2022-02-04
No filing history on record for this holder in this stock.