Legacy Solutions, LLC Schwab Strategic Tr Us Large C Transaction History
Legacy Solutions, LLC
- $111 Billion
- Q3 2025
A detailed history of Legacy Solutions, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Legacy Solutions, LLC holds 7,957 shares of SCHV stock, worth $230,832. This represents 0.21% of its overall portfolio holdings.
Number of Shares
7,957
Previous 7,917
0.51%
Holding current value
$230,832
Previous $219 Million
5.74%
% of portfolio
0.21%
Previous 0.21%
Shares
4 transactions
Others Institutions Holding SCHV
# of Institutions
961Shares Held
342MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA52.6MShares$1.53 Billion2.91% of portfolio
-
Sei Investments CO Oaks, PA43.1MShares$1.25 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$957 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$469 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12MShares$348 Million0.63% of portfolio