Legacy Bridge, LLC Schwab Strategic U.S. Mid Cap Transaction History

Legacy Bridge, LLC

$165 Million
Q1 2025

A detailed history of Legacy Bridge, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Legacy Bridge, LLC holds 46,021 shares of SCHM stock, worth $1.34 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

46,021

Previous 44,820 2.68%

Holding current value

$1.34 Million

Previous $1.24 Million 2.9%

% of portfolio

0.73%

Previous 0.71%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$25.58 - $29.24 $30,721 - $35,117	1,201 Added 2.68%	46,021 $1.21 Million
Q4 2024 Jan 22, 2025	BUY	$27.54 - $83.04 $822,895 - $2.48 Million	29,880 Added 200.0%	44,820 $1.24 Million
Q1 2024 Apr 25, 2024	SELL	$72.89 - $81.43 $5,831 - $6,514	-80 Reduced 0.53%	14,940 $1.22 Million
Q2 2023 Jul 11, 2023	SELL	$65.29 - $71.03 $4,896 - $5,327	-75 Reduced 0.5%	15,020 $1.07 Million
Q1 2023 Apr 24, 2023	SELL	$64.24 - $73.9 $32,119 - $36,950	-500 Reduced 3.21%	15,095 $1.02 Million
Q3 2021 Oct 26, 2021	SELL	$74.65 - $80.95 $6,718 - $7,285	-90 Reduced 0.57%	15,595 $1.2 Million
Q2 2020 Aug 04, 2020	SELL	$39.01 - $57.03 $1,209 - $1,767	-31 Reduced 0.2%	15,685 $825,000
Q1 2020 Apr 09, 2020	SELL	$35.83 - $62.24 $37,836 - $65,725	-1,056 Reduced 6.3%	15,716 $663,000
Q3 2019 Oct 15, 2019	BUY	$56.23 - $57.59 $2,811 - $2,879	50 Added 0.3%	16,772 $948,000
Q2 2019 Jul 11, 2019	BUY	N/A	35 Added 0.21%	16,722 $955,000
Q1 2019 Apr 26, 2019	BUY	N/A	86 Added 0.52%	16,687 $924,000
Q4 2018 Jan 25, 2019	BUY	N/A	16,601 New	16,601 $796,000

Others Institutions Holding SCHM

# of Institutions

1,019

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Legacy Bridge, LLC Schwab Strategic U.S. Mid Cap Transaction History