Legacy Wealth Management, Inc Schwab Strategic U.S. Mid Cap Transaction History

Legacy Wealth Management, Inc

  • $1.56 Billion
  • Q4 2024

A detailed history of Legacy Wealth Management, Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Legacy Wealth Management, Inc holds 4,180,010 shares of SCHM stock, worth $114 Million. This represents 7.44% of its overall portfolio holdings.

Number of Shares
4,180,010
Previous 1,375,275 203.94%
Holding current value
$114 Million
Previous $114 Million 1.36%
% of portfolio
7.44%
Previous 7.41%

Shares

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

Jan 21, 2025
BUY
$27.54 - $83.04 $77.2 Million - $233 Million
2,804,735 Added 203.94%
4,180,010 $116 Million
Q3 2024

Oct 24, 2024
BUY
$75.47 - $83.18 $2.29 Million - $2.52 Million
30,294 Added 2.25%
1,375,275 $114 Million
Q2 2024

Jul 12, 2024
SELL
$75.69 - $81.19 $220,484 - $236,506
-2,913 Reduced 0.22%
1,344,981 $105 Million
Q1 2024

Apr 12, 2024
SELL
$72.89 - $81.43 $3.89 Million - $4.35 Million
-53,390 Reduced 3.81%
1,347,894 $110 Million
Q4 2023

Jan 23, 2024
BUY
$63.01 - $75.95 $1.91 Million - $2.3 Million
30,241 Added 2.21%
1,401,284 $106 Million
Q3 2023

Oct 24, 2023
BUY
$66.75 - $73.98 $584,262 - $647,546
8,753 Added 0.64%
1,371,043 $92.8 Million
Q2 2023

Jul 17, 2023
BUY
$65.29 - $71.03 $1.38 Million - $1.5 Million
21,107 Added 1.57%
1,362,290 $96.8 Million
Q1 2023

Apr 11, 2023
SELL
$64.24 - $73.9 $184,176 - $211,871
-2,867 Reduced 0.21%
1,341,183 $91 Million
Q4 2022

Jan 17, 2023
SELL
$61.05 - $69.94 $5.45 Million - $6.25 Million
-89,333 Reduced 6.23%
1,344,050 $0
Q3 2022

Oct 12, 2022
BUY
$60.5 - $72.51 $1.85 Million - $2.22 Million
30,651 Added 2.19%
1,433,383 $86.8 Million
Q2 2022

Jul 22, 2022
BUY
$60.91 - $76.4 $3.38 Million - $4.24 Million
55,542 Added 4.12%
1,402,732 $88 Million
Q1 2022

Apr 27, 2022
BUY
$70.66 - $80.89 $1.14 Million - $1.31 Million
16,160 Added 1.21%
1,347,190 $102 Million
Q4 2021

Jan 19, 2022
BUY
$76.01 - $83.39 $5.75 Million - $6.31 Million
75,659 Added 6.03%
1,331,030 $107 Million
Q3 2021

Oct 15, 2021
BUY
$74.65 - $80.95 $5.47 Million - $5.93 Million
73,300 Added 6.2%
1,255,371 $96.2 Million
Q2 2021

Jul 14, 2021
BUY
$74.64 - $79.12 $1.46 Million - $1.55 Million
19,584 Added 1.68%
1,182,071 $92.5 Million
Q1 2021

Apr 20, 2021
BUY
$67.07 - $76.85 $1.14 Million - $1.31 Million
17,005 Added 1.48%
1,162,487 $86.5 Million
Q4 2020

Jan 29, 2021
BUY
$55.93 - $68.45 $894,208 - $1.09 Million
15,988 Added 1.42%
1,145,482 $78.1 Million
Q3 2020

Oct 14, 2020
BUY
$51.99 - $58.83 $814,839 - $922,042
15,673 Added 1.41%
1,129,494 $62.7 Million
Q2 2020

Jul 28, 2020
SELL
$39.01 - $57.03 $19.6 Million - $28.7 Million
-503,133 Reduced 31.12%
1,113,821 $58.6 Million
Q1 2020

Apr 09, 2020
BUY
$35.83 - $62.24 $6.64 Million - $11.5 Million
185,378 Added 12.95%
1,616,954 $68.2 Million
Q4 2019

Jan 30, 2020
BUY
$54.56 - $60.24 $1.43 Million - $1.58 Million
26,298 Added 1.87%
1,431,576 $86.1 Million
Q3 2019

Oct 09, 2019
BUY
$56.23 - $57.59 $23.6 Million - $24.2 Million
419,371 Added 42.54%
1,405,278 $79.5 Million
Q2 2019

Jul 17, 2019
BUY
N/A
57,835 Added 6.23%
985,907 $56.3 Million
Q1 2019

Apr 22, 2019
BUY
N/A
78,243 Added 9.21%
928,072 $51.4 Million
Q4 2018

Feb 06, 2019
BUY
N/A
4,693 Added 0.56%
849,829 $40.7 Million
Q3 2018

Oct 10, 2018
BUY
N/A
5,773 Added 0.69%
845,136 $48.9 Million
Q2 2018

Jul 16, 2018
BUY
N/A
22,215 Added 2.72%
839,363 $46.1 Million
Q1 2018

Apr 20, 2018
BUY
N/A
75,090 Added 10.12%
817,148 $43.2 Million
Q4 2017

Jan 18, 2018
BUY
N/A
12,590 Added 1.73%
742,058 $39.5 Million
Q3 2017

Oct 12, 2017
BUY
N/A
729,468
729,468 $36.6 Million

Others Institutions Holding SCHM

# of Institutions
1,011
Shares Held
271M
Call Options Held
15K
Put Options Held
1.1K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Legacy Wealth Management, Inc Portfolio

Follow Legacy Wealth Management, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email