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 $60.9 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
$60.9 Million
Previous $53.3 Million
13.89%
% of portfolio
12.02%
Previous 11.78%
Shares
31 transactions
Others Institutions Holding SCHB
# of Institutions
1,301Shares Held
489MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.4 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$413 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$286 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$285 Million3.28% of portfolio
-
Evensky & Katz LLC9.02MShares$216 Million13.03% of portfolio