Legacy Capital Wealth Partners, LLC
Position in SCHW — Schwab Charles Corp
CIK 1766228
LITTLE ROCK, AR
Position in SCHW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$377,292
-$3,420 QoQ
Shares Held
4,089
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,630
of 2,304 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Legacy Capital Wealth Partners, LLC holds $1,382,089 across 4 Capital Markets names. SCHW ranks #2 (27.3% of the industry book) .
All Filings in SCHW
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $377,292 | 4,089 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $380,712 | 4,051 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $531,021 | 5,315 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $505,800 | 5,298 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $477,002 | 5,228 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $626,631 | 8,005 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $596,520 | 8,060 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $537,274 | 8,290 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $567,707 | 7,704 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $510,840 | 7,425 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $427,945 | 7,795 | Shares | Sole | 2023-10-16 | |
| 2023-03-31 | $331,251 | 6,324 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||