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

Legacy Wealth Management, Inc

$1.5 Billion
Q1 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 2,308,399 shares of SCHX stock, worth $53.3 Million. This represents 3.4% of its overall portfolio holdings.

Number of Shares

2,308,399

Previous 2,241,615 2.98%

Holding current value

$53.3 Million

Previous $52 Million 1.91%

% of portfolio

3.4%

Previous 3.34%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

1,496

Shares Held

1.14B

Call Options Held

53.9K

Put Options Held

5.4K

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About SCHWAB STRATEGIC TR US LARGE-C

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