Legacy Capital Group California, Inc.
Position in SCHW — Schwab Charles Corp
CIK 1977092
LOS GATOS, CA
Position in SCHW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$767,963
-$35,096 QoQ
Shares Held
8,323
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,324
of 2,303 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Legacy Capital Group California, Inc. holds $4,952,554 across 4 Capital Markets names. SCHW ranks #4 (15.5% of the industry book) .
All Filings in SCHW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $767,963 | 8,323 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $803,059 | 8,545 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $976,820 | 9,777 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $908,874 | 9,520 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||