Legacy Wealth Management, Inc Schwab Strategic Tr Us Large C Transaction History

Legacy Wealth Management, Inc

$1.56 Billion
Q4 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 12, 2022	SELL	$55.81 - $69.25 $78.9 Million - $97.9 Million	-1,413,014 Reduced 99.24%	10,780 $602,000
Q2 2022 Jul 22, 2022	BUY	$55.73 - $76.55 $2.93 Million - $4.03 Million	52,658 Added 3.84%	1,423,794 $82.6 Million
Q1 2022 Apr 27, 2022	BUY	$65.63 - $82.62 $45.5 Million - $57.3 Million	693,955 Added 102.48%	1,371,136 $103 Million
Q4 2021 Jan 19, 2022	SELL	$73.11 - $83.4 $334,916 - $382,055	-4,581 Reduced 0.67%	677,181 $111 Million
Q3 2021 Oct 15, 2021	SELL	$73.24 - $78.94 $137,837 - $148,565	-1,882 Reduced 0.28%	681,762 $101 Million
Q2 2021 Jul 14, 2021	SELL	$65.3 - $73.24 $591,879 - $663,847	-9,064 Reduced 1.31%	683,644 $99.8 Million
Q1 2021 Apr 20, 2021	BUY	$61.41 - $68.35 $702,653 - $782,060	11,442 Added 1.68%	692,708 $89.9 Million
Q4 2020 Jan 29, 2021	SELL	$55.95 - $64.38 $246,012 - $283,078	-4,397 Reduced 0.64%	681,266 $87.5 Million
Q3 2020 Oct 14, 2020	SELL	$51.42 - $61.56 $665,837 - $797,140	-12,949 Reduced 1.85%	685,663 $79 Million
Q2 2020 Jul 28, 2020	BUY	$37.99 - $51.32 $26.5 Million - $35.9 Million	698,612 New	698,612 $70.9 Million

Others Institutions Holding SCHG

# of Institutions

1,384

Shares Held

1.92B

Call Options Held

167K

Put Options Held

96.6K

Koshinski Asset Management, Inc.

1.56B
Shares

$44.7 Billion
97.59% of portfolio
Mather Group, Llc. Chicago, IL

39.2M
Shares

$1.12 Billion
14.24% of portfolio
Raymond James Financial Inc St. Petersburg, FL

14.5M
Shares

$414 Million
0.15% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

11.3M
Shares

$322 Million
2.41% of portfolio
Envestnet Asset Management Inc

10.9M
Shares

$313 Million
0.38% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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