Legacy Financial Group, Inc. Schwab Strategic Tr Us Large C Transaction History

Legacy Financial Group, Inc.

  • $312 Billion
  • Q1 2025

A detailed history of Legacy Financial Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Legacy Financial Group, Inc. holds 263,806 shares of SCHX stock, worth $6.23 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares
263,806
Previous 273,021 3.38%
Holding current value
$6.23 Million
Previous $6.33 Billion 7.96%
% of portfolio
1.87%
Previous 2.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
SELL
$21.75 - $24.28 $200,426 - $223,740
-9,215 Reduced 3.38%
263,806 $5.82 Billion
Q4 2024

Feb 14, 2025
SELL
$22.4 - $68.28 $50,153 - $152,878
-2,239 Reduced 0.81%
273,021 $6.33 Billion
Q3 2024

Nov 13, 2024
BUY
$61.11 - $67.85 $11 Million - $12.2 Million
180,363 Added 190.06%
275,260 $6.18 Billion
Q2 2024

Aug 12, 2024
SELL
$58.7 - $64.78 $171,110 - $188,833
-2,915 Reduced 2.98%
94,897 $6.1 Billion
Q1 2024

May 13, 2024
SELL
$55.41 - $62.08 $351,908 - $394,270
-6,351 Reduced 6.1%
97,812 $6.07 Billion
Q4 2023

Feb 13, 2024
SELL
$48.47 - $56.6 $124,616 - $145,518
-2,571 Reduced 2.41%
104,163 $5.87 Billion
Q3 2023

Nov 13, 2023
SELL
$50.36 - $54.21 $325,728 - $350,630
-6,468 Reduced 5.71%
106,734 $5.4 Billion
Q2 2023

Aug 07, 2023
SELL
$47.67 - $52.37 $177,713 - $195,235
-3,728 Reduced 3.19%
113,202 $5.93 Billion
Q1 2023

May 12, 2023
SELL
$44.78 - $49.41 $108,725 - $119,967
-2,428 Reduced 2.03%
116,930 $5.66 Billion
Q4 2022

Feb 15, 2023
BUY
$42.25 - $48.16 $5.04 Million - $5.75 Million
119,358 New
119,358 $5.39 Billion

Others Institutions Holding SCHX

# of Institutions
1,500
Shares Held
1.15B
Call Options Held
53.9K
Put Options Held
5.49K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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  • Ticker SCHX
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