Legacy Financial Group LLC Schwab Strategic Tr Us Large C Transaction History
Legacy Financial Group LLC
- $494 Billion
- Q1 2024
A detailed history of Legacy Financial Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Legacy Financial Group LLC holds 5,254 shares of SCHX stock, worth $344,031. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,254Holding current value
$344,031% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,259Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.39 Billion8.33% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.3 Billion0.73% of portfolio
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Creative Planning Overland Park, KS28.3MShares$1.86 Billion1.95% of portfolio
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Sei Investments CO Oaks, PA12.7MShares$832 Million1.18% of portfolio
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Hbk Sorce Advisory LLC Erie, PA10.5MShares$689 Million24.51% of portfolio