Legacy Wealth Management, Inc Schwab Strategic Tr Us Broad M Transaction History

Legacy Wealth Management, Inc

  • $1.56 Billion
  • Q4 2024

A detailed history of Legacy Wealth Management, Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Legacy Wealth Management, Inc holds 36,921 shares of SCHB stock, worth $818,907. This represents 0.05% of its overall portfolio holdings.

Number of Shares
36,921
Previous 12,429 197.06%
Holding current value
$818,907
Previous $826,000 1.45%
% of portfolio
0.05%
Previous 0.05%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$22.01 - $66.82 $539,068 - $1.64 Million
24,492 Added 197.06%
36,921 $838,000
Q3 2024

Oct 24, 2024
SELL
$59.93 - $66.52 $2,936 - $3,259
-49 Reduced 0.39%
12,429 $826,000
Q2 2024

Jul 12, 2024
SELL
$57.57 - $63.3 $110,534 - $121,536
-1,920 Reduced 13.34%
12,478 $784,000
Q1 2024

Apr 12, 2024
SELL
$54.61 - $61.05 $82,351 - $92,063
-1,508 Reduced 9.48%
14,398 $878,000
Q4 2023

Jan 23, 2024
SELL
$47.61 - $55.91 $8,569 - $10,063
-180 Reduced 1.12%
15,906 $885,000
Q3 2023

Oct 24, 2023
SELL
$49.59 - $53.57 $36,696 - $39,641
-740 Reduced 4.4%
16,086 $801,000
Q2 2023

Jul 17, 2023
SELL
$47.08 - $51.7 $20,621 - $22,644
-438 Reduced 2.54%
16,826 $869,000
Q1 2023

Apr 11, 2023
BUY
$44.47 - $49.23 $55,187 - $61,094
1,241 Added 7.75%
17,264 $826,000
Q4 2022

Jan 17, 2023
BUY
$41.94 - $47.81 $23,654 - $26,964
564 Added 3.65%
16,023 $0
Q3 2022

Oct 12, 2022
BUY
$41.99 - $50.63 $137,895 - $166,268
3,284 Added 26.97%
15,459 $649,000
Q2 2022

Jul 22, 2022
BUY
$42.93 - $53.98 $49,841 - $62,670
1,161 Added 10.54%
12,175 $538,000
Q1 2022

Apr 27, 2022
BUY
$49.15 - $56.85 $261,428 - $302,385
5,319 Added 93.4%
11,014 $588,000
Q4 2021

Jan 19, 2022
BUY
$51.87 - $56.86 $5,861 - $6,425
113 Added 2.02%
5,695 $644,000
Q3 2021

Oct 15, 2021
BUY
$51.32 - $54.83 $38,797 - $41,451
756 Added 15.67%
5,582 $580,000
Q2 2021

Jul 14, 2021
BUY
$48.92 - $52.14 $34,635 - $36,915
708 Added 17.19%
4,826 $503,000
Q1 2021

Apr 20, 2021
SELL
$44.89 - $48.81 $8,888 - $9,664
-198 Reduced 4.59%
4,118 $398,000
Q4 2020

Jan 29, 2021
BUY
$39.03 - $45.5 $16,236 - $18,928
416 Added 10.67%
4,316 $393,000
Q3 2020

Oct 14, 2020
SELL
$36.93 - $42.52 $9,269 - $10,672
-251 Reduced 6.05%
3,900 $311,000
Q2 2020

Jul 28, 2020
SELL
$28.84 - $38.49 $16,409 - $21,900
-569 Reduced 12.06%
4,151 $305,000
Q1 2020

Apr 09, 2020
SELL
$26.18 - $40.44 $85,556 - $132,157
-3,268 Reduced 40.91%
4,720 $285,000
Q4 2019

Jan 30, 2020
BUY
$34.47 - $38.58 $13,098 - $14,660
380 Added 4.99%
7,988 $614,000
Q3 2019

Oct 09, 2019
BUY
$35.32 - $36.13 $24,829 - $25,399
703 Added 10.18%
7,608 $540,000
Q2 2019

Jul 17, 2019
SELL
N/A
-186 Reduced 2.62%
6,905 $487,000
Q1 2019

Apr 22, 2019
SELL
N/A
-97,061 Reduced 93.19%
7,091 $483,000
Q4 2018

Feb 06, 2019
BUY
N/A
98,278 Added 1673.1%
104,152 $6.24 Million
Q3 2018

Oct 10, 2018
BUY
N/A
313 Added 5.63%
5,874 $413,000
Q2 2018

Jul 16, 2018
BUY
N/A
551 Added 11.0%
5,561 $367,000
Q1 2018

Apr 20, 2018
BUY
N/A
629 Added 14.36%
5,010 $320,000
Q4 2017

Jan 18, 2018
BUY
N/A
4,381
4,381 $283,000

Others Institutions Holding SCHB

# of Institutions
1,264
Shares Held
422M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
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More about SCHB
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