Legacy Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Legacy Advisors, LLC

$683 Million
Q3 2025

A detailed history of Legacy Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Legacy Advisors, LLC holds 13,135 shares of SCHX stock, worth $348,602. This represents 0.05% of its overall portfolio holdings.

Number of Shares

13,135

Holding current value

$348,602

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 13, 2025	BUY	$24.46 - $26.5 $321,282 - $348,077	13,135 New	13,135 $345,000

Others Institutions Holding SCHX

# of Institutions

1,629

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

Us Bancorp \De\

206M
Shares

$5.46 Billion
6.54% of portfolio
Creative Planning Overland Park, KS

80.7M
Shares

$2.14 Billion
1.65% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

34.8M
Shares

$923 Million
7.45% of portfolio
Hbk Sorce Advisory LLC Erie, PA

34M
Shares

$903 Million
29.65% of portfolio
Sei Investments CO Oaks, PA

31.4M
Shares

$833 Million
0.92% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

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Legacy Advisors, LLC Schwab Strategic Tr Us Large C Transaction History