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

Legacy Wealth Management, Inc

$1.61 Billion
Q2 2025

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 37,787 shares of SCHB stock, worth $921,247. This represents 0.06% of its overall portfolio holdings.

Number of Shares

37,787

Previous 36,933 2.31%

Holding current value

$921,247

Previous $795,000 13.21%

% of portfolio

0.06%

Previous 0.05%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$19.1 - $23.83 $16,311 - $20,350	854 Added 2.31%	37,787 $900,000
Q1 2025 Apr 24, 2025	BUY	$21.23 - $23.75 $254 - $285	12 Added 0.03%	36,933 $795,000
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

1,341

Shares Held

495M

Call Options Held

350K

Put Options Held

28.3K

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About SCHWAB STRATEGIC TR US BROAD M

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