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

Legacy Wealth Management, Inc

  • $1.7 Billion
  • Q3 2025

A detailed history of Legacy Wealth Management, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Legacy Wealth Management, Inc holds 2,282,257 shares of SCHX stock, worth $61.4 Million. This represents 3.54% of its overall portfolio holdings.

Number of Shares
2,282,257
Previous 2,343,626 2.62%
Holding current value
$61.4 Million
Previous $57.3 Million 4.95%
% of portfolio
3.54%
Previous 3.56%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
SELL
$24.46 - $26.5 $1.5 Million - $1.63 Million
-61,369 Reduced 2.62%
2,282,257 $60.1 Million
Q2 2025

Jul 17, 2025
BUY
$19.6 - $24.44 $690,449 - $860,947
35,227 Added 1.53%
2,343,626 $57.3 Million
Q1 2025

Apr 24, 2025
BUY
$21.75 - $24.28 $1.45 Million - $1.62 Million
66,784 Added 2.98%
2,308,399 $51 Million
Q4 2024

Jan 21, 2025
BUY
$22.4 - $68.28 $32.8 Million - $100 Million
1,464,503 Added 188.45%
2,241,615 $52 Million
Q3 2024

Oct 24, 2024
SELL
$61.11 - $67.85 $1.26 Million - $1.39 Million
-20,558 Reduced 2.58%
777,112 $52.7 Million
Q2 2024

Jul 12, 2024
SELL
$58.7 - $64.78 $651,217 - $718,669
-11,094 Reduced 1.37%
797,670 $51.3 Million
Q1 2024

Apr 12, 2024
SELL
$55.41 - $62.08 $2.75 Million - $3.08 Million
-49,556 Reduced 5.77%
808,764 $50.2 Million
Q4 2023

Jan 23, 2024
SELL
$48.47 - $56.6 $1.39 Million - $1.62 Million
-28,706 Reduced 3.24%
858,320 $48.4 Million
Q3 2023

Oct 24, 2023
SELL
$50.36 - $54.21 $723,270 - $778,564
-14,362 Reduced 1.59%
887,026 $44.9 Million
Q2 2023

Jul 17, 2023
SELL
$47.67 - $52.37 $551,065 - $605,397
-11,560 Reduced 1.27%
901,388 $47.2 Million
Q1 2023

Apr 11, 2023
SELL
$44.78 - $49.41 $640,354 - $706,563
-14,300 Reduced 1.54%
912,948 $44.2 Million
Q4 2022

Jan 17, 2023
BUY
$42.25 - $48.16 $36.8 Million - $42 Million
871,861 Added 1574.13%
927,248 $0
Q3 2022

Oct 12, 2022
SELL
$42.35 - $51.01 $2.21 Million - $2.67 Million
-52,252 Reduced 48.54%
55,387 $2.35 Million
Q2 2022

Jul 22, 2022
BUY
$43.35 - $54.51 $595,412 - $748,694
13,735 Added 14.63%
107,639 $4.81 Million
Q1 2022

Apr 27, 2022
BUY
$49.51 - $57.27 $3.04 Million - $3.52 Million
61,450 Added 189.34%
93,904 $5.06 Million
Q4 2021

Jan 19, 2022
SELL
$51.9 - $57.29 $127,881 - $141,162
-2,464 Reduced 7.06%
32,454 $3.69 Million
Q3 2021

Oct 15, 2021
BUY
$51.52 - $54.94 $218,650 - $233,165
4,244 Added 13.84%
34,918 $3.63 Million
Q2 2021

Jul 14, 2021
BUY
$48.62 - $52.01 $464,321 - $496,695
9,550 Added 45.21%
30,674 $3.19 Million
Q1 2021

Apr 20, 2021
SELL
$44.9 - $48.34 $90,473 - $97,405
-2,015 Reduced 8.71%
21,124 $2.03 Million
Q4 2020

Jan 29, 2021
SELL
$39.35 - $45.48 $12,788 - $14,780
-325 Reduced 1.39%
23,139 $2.1 Million
Q3 2020

Oct 14, 2020
SELL
$37.26 - $43.03 $264,061 - $304,953
-7,087 Reduced 23.2%
23,464 $1.89 Million
Q2 2020

Jul 28, 2020
SELL
$29.25 - $38.76 $25,155 - $33,333
-860 Reduced 2.74%
30,551 $2.26 Million
Q1 2020

Apr 09, 2020
SELL
$26.61 - $40.52 $162,720 - $247,779
-6,115 Reduced 16.3%
31,411 $1.92 Million
Q4 2019

Jan 30, 2020
SELL
$34.42 - $38.54 $47,258 - $52,915
-1,373 Reduced 3.53%
37,526 $2.88 Million
Q3 2019

Oct 09, 2019
SELL
$35.28 - $36.01 $69,466 - $70,903
-1,969 Reduced 4.82%
38,899 $2.76 Million
Q2 2019

Jul 17, 2019
SELL
N/A
-300 Reduced 0.73%
40,868 $2.87 Million
Q1 2019

Apr 22, 2019
SELL
N/A
-246,622 Reduced 85.7%
41,168 $2.78 Million
Q4 2018

Feb 06, 2019
BUY
N/A
252,558 Added 716.84%
287,790 $17.2 Million
Q3 2018

Oct 10, 2018
BUY
N/A
3,049 Added 9.47%
35,232 $2.45 Million
Q1 2018

Apr 20, 2018
SELL
N/A
-99 Reduced 0.31%
32,183 $2.03 Million
Q4 2017

Jan 18, 2018
SELL
N/A
-462 Reduced 1.41%
32,282 $2.06 Million
Q3 2017

Oct 12, 2017
BUY
N/A
32,744
32,744 $1.97 Million

Others Institutions Holding SCHX

# of Institutions
1,594
Shares Held
1.14B
Call Options Held
68.6K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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