Legacy Financial Strategies, LLC Schwab Strategic Tr Us Large C Transaction History

Legacy Financial Strategies, LLC

  • $505 Million
  • Q2 2025

A detailed history of Legacy Financial Strategies, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 2,959,493 shares of SCHG stock, worth $89.4 Million. This represents 17.13% of its overall portfolio holdings.

Number of Shares
2,959,493
Previous 2,869,487 3.14%
Holding current value
$89.4 Million
Previous $71.8 Million 20.41%
% of portfolio
17.13%
Previous 15.87%

Shares

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

Jul 10, 2025
BUY
$22.27 - $29.21 $2 Million - $2.63 Million
90,006 Added 3.14%
2,959,493 $86.4 Million
Q1 2025

Apr 08, 2025
BUY
$24.91 - $29.02 $2.99 Million - $3.48 Million
120,044 Added 4.37%
2,869,487 $71.8 Million
Q4 2024

Jan 28, 2025
BUY
$25.93 - $105.3 $54.1 Million - $220 Million
2,086,426 Added 314.69%
2,749,443 $76.6 Million
Q3 2024

Oct 18, 2024
SELL
$92.63 - $105.69 $3.32 Million - $3.79 Million
-35,871 Reduced 5.13%
663,017 $69.1 Million
Q2 2024

Jul 10, 2024
BUY
$87.04 - $101.61 $1.99 Million - $2.33 Million
22,889 Added 3.39%
698,888 $70.5 Million
Q1 2024

Apr 10, 2024
BUY
$80.6 - $93.32 $1.17 Million - $1.35 Million
14,457 Added 2.19%
675,999 $62.7 Million
Q4 2023

Feb 01, 2024
BUY
$70.08 - $83.37 $840,469 - $999,856
11,993 Added 1.85%
661,542 $54.9 Million
Q3 2023

Nov 13, 2023
SELL
$71.99 - $78.02 $1.21 Million - $1.31 Million
-16,788 Reduced 2.52%
649,549 $47.2 Million
Q2 2023

Jul 28, 2023
BUY
$63.6 - $74.95 $1.31 Million - $1.54 Million
20,609 Added 3.19%
666,337 $49.9 Million
Q1 2023

May 10, 2023
BUY
$54.19 - $65.17 $7.89 Million - $9.49 Million
145,607 Added 29.11%
645,728 $42.1 Million
Q4 2022

Feb 15, 2023
BUY
$54.31 - $60.76 $809,816 - $905,992
14,911 Added 3.07%
500,121 $27.8 Million
Q3 2022

Nov 08, 2022
BUY
$55.81 - $69.25 $1.08 Million - $1.34 Million
19,286 Added 4.14%
485,210 $27.1 Million
Q2 2022

Aug 09, 2022
BUY
$55.73 - $76.55 $1.21 Million - $1.66 Million
21,706 Added 4.89%
465,924 $27 Million
Q1 2022

May 06, 2022
BUY
$65.63 - $82.62 $15.3 Million - $19.2 Million
232,641 Added 109.96%
444,218 $33.2 Million
Q4 2021

Jan 31, 2022
BUY
$73.11 - $83.4 $94,165 - $107,419
1,288 Added 0.61%
211,577 $34.6 Million
Q3 2021

Nov 15, 2021
BUY
$73.24 - $78.94 $463,023 - $499,058
6,322 Added 3.1%
210,289 $31.1 Million
Q2 2021

Aug 02, 2021
BUY
$65.3 - $73.24 $568,893 - $638,066
8,712 Added 4.46%
203,967 $29.8 Million
Q1 2021

May 07, 2021
BUY
$61.41 - $68.35 $2.14 Million - $2.39 Million
34,915 Added 21.78%
195,255 $25.3 Million
Q4 2020

Feb 04, 2021
BUY
$55.95 - $64.38 $129,300 - $148,782
2,311 Added 1.46%
160,340 $20.6 Million
Q3 2020

Nov 03, 2020
BUY
$51.42 - $61.56 $2.18 Million - $2.61 Million
42,464 Added 36.74%
158,029 $18.2 Million
Q2 2020

Aug 14, 2020
BUY
$37.99 - $51.32 $329,259 - $444,790
8,667 Added 8.11%
115,565 $11.7 Million
Q1 2020

May 04, 2020
BUY
$34.6 - $51.17 $638,439 - $944,188
18,452 Added 20.86%
106,898 $8.51 Million
Q4 2019

Jan 27, 2020
BUY
$40.97 - $46.72 $659,207 - $751,724
16,090 Added 22.24%
88,446 $8.22 Million
Q3 2019

Nov 01, 2019
BUY
$41.7 - $42.86 $586,010 - $602,311
14,053 Added 24.1%
72,356 $6.27 Million
Q2 2019

Jul 15, 2019
BUY
N/A
6,484 Added 12.51%
58,303 $4.98 Million
Q1 2019

May 08, 2019
BUY
N/A
14,871 Added 40.25%
51,819 $4.12 Million
Q4 2018

Feb 15, 2019
BUY
N/A
32,936 Added 820.94%
36,948 $2.55 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-4,895 Reduced 54.96%
4,012 $300,000
Q2 2018

Aug 14, 2018
SELL
N/A
-1,808 Reduced 16.87%
8,907 $675,000
Q1 2018

May 14, 2018
SELL
N/A
-421 Reduced 3.78%
10,715 $768,000
Q4 2017

May 14, 2018
BUY
N/A
11,136
11,136 $787,000

Others Institutions Holding SCHG

# of Institutions
1,566
Shares Held
767M
Call Options Held
298K
Put Options Held
193K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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