Legacy Wealth Advisors, LLC

Position in SCHW — Schwab Charles Corp

CIK 2111463 NORTH MIAMI BEACH, FL

Position in SCHW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$287,605

+$65,719 QoQ

Shares Held

3,117

+32.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,776

of 2,304 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Legacy Wealth Advisors, LLC holds $1,041,376 across 3 Capital Markets names. SCHW ranks #3 (27.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc.	4,803	$418,053
2	MS	Morgan Stanley	1,606	$335,718
3	SCHW	Schwab Charles Corp This page	3,117	$287,605

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$287,605	3,117	+32.0%	Shares	Sole	2026-08-14
2026-03-31	$221,886	2,361	+12.1%	Shares	Sole	2026-05-06
2025-12-31	$210,510	2,107	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.