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

Legacy Bridge, LLC

  • $188 Million
  • Q2 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 47,021 shares of SCHM stock, worth $1.39 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
47,021
Previous 46,021 2.17%
Holding current value
$1.39 Million
Previous $1.21 Million 9.38%
% of portfolio
0.7%
Previous 0.73%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$22.92 - $28.05 $22,920 - $28,050
1,000 Added 2.17%
47,021 $1.32 Million
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
1,056
Shares Held
281M
Call Options Held
9.4K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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