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

Legacy Financial Strategies, LLC

  • $384 Million
  • Q1 2024

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 675,999 shares of SCHG stock, worth $70.7 Million. This represents 16.32% of its overall portfolio holdings.

Number of Shares
675,999
Previous 661,542 2.19%
Holding current value
$70.7 Million
Previous $54.9 Million 14.21%
% of portfolio
16.32%
Previous 15.81%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
19,286 Added 4.14%
485,210 $27.1 Million
Q2 2022

Aug 09, 2022
BUY
N/A
21,706 Added 4.89%
465,924 $27 Million
Q1 2022

May 06, 2022
BUY
N/A
232,641 Added 109.96%
444,218 $33.2 Million
Q4 2021

Jan 31, 2022
BUY
N/A
1,288 Added 0.61%
211,577 $34.6 Million
Q3 2021

Nov 15, 2021
BUY
N/A
6,322 Added 3.1%
210,289 $31.1 Million
Q2 2021

Aug 02, 2021
BUY
N/A
8,712 Added 4.46%
203,967 $29.8 Million
Q1 2021

May 07, 2021
BUY
N/A
34,915 Added 21.78%
195,255 $25.3 Million
Q4 2020

Feb 04, 2021
BUY
N/A
2,311 Added 1.46%
160,340 $20.6 Million
Q3 2020

Nov 03, 2020
BUY
N/A
42,464 Added 36.74%
158,029 $18.2 Million
Q2 2020

Aug 14, 2020
BUY
N/A
8,667 Added 8.11%
115,565 $11.7 Million
Q1 2020

May 04, 2020
BUY
N/A
18,452 Added 20.86%
106,898 $8.51 Million
Q4 2019

Jan 27, 2020
BUY
N/A
16,090 Added 22.24%
88,446 $8.22 Million
Q3 2019

Nov 01, 2019
BUY
N/A
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
1,190
Shares Held
165M
Call Options Held
148K
Put Options Held
24.3K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Legacy Financial Strategies, LLC Portfolio

Follow Legacy Financial Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Financial Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email