Legacy Financial Advisors, Inc.'s ownership history for SCHW

Legacy Financial Advisors, Inc. currently holds 13.9K shares with a market value of $1.3M. It started holding SCHW on 2024-09-30. At its peak, it held 18.6K shares on 2025-06-30. Its highest holding value was $1.7M on 2025-09-30. At its lowest, it held 4.4K shares on 2024-09-30, with a value of $282.4K on 2024-09-30. In the recent 180 days, Legacy Financial Advisors, Inc. has decreased its shares by 4.2K. In the recent year, Legacy Financial Advisors, Inc. has increased its shares by 6.5K.