Legacy Financial Strategies, LLC Schwab Strategic Tr Us Broad M Transaction History

Legacy Financial Strategies, LLC

  • $505 Million
  • Q2 2025

A detailed history of Legacy Financial Strategies, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 2,545,750 shares of SCHB stock, worth $65.5 Million. This represents 12.02% of its overall portfolio holdings.

Number of Shares
2,545,750
Previous 2,484,443 2.47%
Holding current value
$65.5 Million
Previous $53.3 Million 13.89%
% of portfolio
12.02%
Previous 11.78%

Shares

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

Jul 10, 2025
BUY
$19.1 - $23.83 $1.17 Million - $1.46 Million
61,307 Added 2.47%
2,545,750 $60.7 Million
Q1 2025

Apr 08, 2025
BUY
$21.23 - $23.75 $2.33 Million - $2.61 Million
109,858 Added 4.63%
2,484,443 $53.3 Million
Q4 2024

Jan 28, 2025
BUY
$22.01 - $66.82 $35.4 Million - $107 Million
1,608,602 Added 210.0%
2,374,585 $53.9 Million
Q3 2024

Oct 18, 2024
BUY
$59.93 - $66.52 $8.75 Million - $9.71 Million
145,971 Added 23.54%
765,983 $51 Million
Q2 2024

Jul 10, 2024
BUY
$57.57 - $63.3 $1.4 Million - $1.54 Million
24,343 Added 4.09%
620,012 $39 Million
Q1 2024

Apr 10, 2024
BUY
$54.61 - $61.05 $776,390 - $867,947
14,217 Added 2.45%
595,669 $36.4 Million
Q4 2023

Feb 01, 2024
BUY
$47.61 - $55.91 $466,863 - $548,253
9,806 Added 1.72%
581,452 $32.4 Million
Q3 2023

Nov 13, 2023
BUY
$49.59 - $53.57 $2.55 Million - $2.75 Million
51,415 Added 9.88%
571,646 $28.5 Million
Q2 2023

Jul 28, 2023
BUY
$47.08 - $51.7 $425,179 - $466,902
9,031 Added 1.77%
520,231 $26.9 Million
Q1 2023

May 10, 2023
BUY
$44.47 - $49.23 $641,346 - $709,995
14,422 Added 2.9%
511,200 $24.5 Million
Q4 2022

Feb 15, 2023
BUY
$41.94 - $47.81 $89,877 - $102,456
2,143 Added 0.43%
496,778 $22.3 Million
Q3 2022

Nov 08, 2022
BUY
$41.99 - $50.63 $397,561 - $479,364
9,468 Added 1.95%
494,635 $20.8 Million
Q2 2022

Aug 09, 2022
BUY
$42.93 - $53.98 $451,537 - $567,761
10,518 Added 2.22%
485,167 $21.4 Million
Q1 2022

May 06, 2022
BUY
$49.15 - $56.85 $12.2 Million - $14.1 Million
248,433 Added 109.82%
474,649 $25.3 Million
Q4 2021

Jan 31, 2022
BUY
$51.87 - $56.86 $118,056 - $129,413
2,276 Added 1.02%
226,216 $25.6 Million
Q3 2021

Nov 15, 2021
BUY
$51.32 - $54.83 $325,933 - $348,225
6,351 Added 2.92%
223,940 $23.3 Million
Q2 2021

Aug 02, 2021
BUY
$48.92 - $52.14 $541,642 - $577,294
11,072 Added 5.36%
217,589 $22.7 Million
Q1 2021

May 07, 2021
SELL
$44.89 - $48.81 $2.43 Million - $2.64 Million
-54,049 Reduced 20.74%
206,517 $20 Million
Q4 2020

Feb 04, 2021
BUY
$39.03 - $45.5 $19,710 - $22,977
505 Added 0.19%
260,566 $23.7 Million
Q3 2020

Nov 03, 2020
SELL
$36.93 - $42.52 $158,208 - $182,155
-4,284 Reduced 1.62%
260,061 $20.7 Million
Q2 2020

Aug 14, 2020
BUY
$28.84 - $38.49 $177,539 - $236,944
6,156 Added 2.38%
264,345 $19.4 Million
Q1 2020

May 04, 2020
BUY
$26.18 - $40.44 $963,869 - $1.49 Million
36,817 Added 16.63%
258,189 $15.6 Million
Q4 2019

Jan 27, 2020
SELL
$34.47 - $38.58 $2.2 Million - $2.46 Million
-63,695 Reduced 22.34%
221,372 $17 Million
Q3 2019

Nov 01, 2019
BUY
$35.32 - $36.13 $220,538 - $225,595
6,244 Added 2.24%
285,067 $20.7 Million
Q2 2019

Jul 15, 2019
BUY
N/A
27,991 Added 11.16%
278,823 $20 Million
Q1 2019

May 08, 2019
BUY
N/A
23,277 Added 10.23%
250,832 $17.1 Million
Q4 2018

Feb 15, 2019
BUY
N/A
61,397 Added 36.95%
227,555 $13.6 Million
Q3 2018

Nov 14, 2018
BUY
N/A
5,074 Added 3.15%
166,158 $10.9 Million
Q2 2018

Aug 14, 2018
BUY
N/A
151,394 Added 1562.37%
161,084 $10.6 Million
Q1 2018

May 14, 2018
BUY
N/A
2,252 Added 30.28%
9,690 $618,000
Q4 2017

May 14, 2018
BUY
N/A
7,438
7,438 $480,000

Others Institutions Holding SCHB

# of Institutions
1,348
Shares Held
565M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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