Legacy Wealth Asset Management, LLC

Position in SCHW — Schwab Charles Corp

CIK 1846151 WOODBURY, MN

Position in SCHW

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,131,691

-$13,079 QoQ

Shares Held

12,265

+0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,160

of 2,296 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Legacy Wealth Asset Management, LLC holds $3,150,227 across 4 Capital Markets names. SCHW ranks #2 (35.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EVR	Evercore Inc.	3,521	$1,202,210
2	SCHW	Schwab Charles Corp This page	12,265	$1,131,691
3	XP	XP Inc.	33,089	$538,027
4	LPLA	LPL Financial Holdings Inc.	988	$278,299

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,131,691	12,265	+0.7%	Shares	Sole	2026-07-09
2026-03-31	$1,144,770	12,181	+1.0%	Shares	Sole	2026-04-08
2025-12-31	$1,205,414	12,065	+1.9%	Shares	Sole	2026-01-12
2025-09-30	$1,130,651	11,843	+33.6%	Shares	Sole	2025-10-14
2025-06-30	$809,025	8,867	-0.8%	Shares	Sole	2025-07-30
2025-03-31	$699,510	8,936	-1.3%	Shares	Sole	2025-04-09
2024-12-31	$670,308	9,057	-1.6%	Shares	Sole	2025-01-15
2024-09-30	$596,316	9,201	+1.9%	Shares	Sole	2024-10-23
2024-06-30	$665,199	9,027	-14.8%	Shares	Sole	2024-08-14
2024-03-31	$766,152	10,591	+0.4%	Shares	Sole	2024-04-19
2023-12-31	$725,564	10,546	-2.5%	Shares	Sole	2024-01-10
2023-09-30	$593,853	10,817	-0.4%	Shares	Sole	2023-11-01
2023-06-30	$615,828	10,865	-0.5%	Shares	Sole	2023-08-04
2023-03-31	$571,989	10,920	-0.3%	Shares	Sole	2023-04-24
2022-12-31	$912,196	10,956	-0.7%	Shares	Sole	2023-02-02
2022-09-30	$793,013	11,034	-22.0%	Shares	Sole	2022-10-14
2022-06-30	$893,807	14,147	+0.7%	Shares	Sole	2022-07-19
2022-03-31	$1,184,808	14,053	-4.0%	Shares	Sole	2022-05-12
2021-12-31	$1,230,803	14,635	-1.9%	Shares	Sole	2022-02-10
2021-09-30	$1,086,481	14,916	-0.9%	Shares	Sole	2021-10-19
2021-06-30	$1,096,081	15,054	-11.0%	Shares	Sole	2021-07-14
2021-03-31	$1,102,845	16,920	-0.4%	Shares	Sole	2021-04-20
2020-12-31	$901,043	16,988	—	Shares	Sole	2021-03-25
No filing history on record for this holder in this stock.