Legacy Wealth Management, Inc Schwab Strategic Tr 1000 Index Transaction History

Legacy Wealth Management, Inc

$1.5 Billion
Q1 2025

A detailed history of Legacy Wealth Management, Inc transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Legacy Wealth Management, Inc holds 6,893,528 shares of SCHK stock, worth $184 Million. This represents 12.37% of its overall portfolio holdings.

Number of Shares

6,893,528

Previous 6,970,674 1.11%

Holding current value

$184 Million

Previous $197 Million 5.96%

% of portfolio

12.37%

Previous 12.67%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$26.53 - $29.63 $2.05 Million - $2.29 Million	-77,146 Reduced 1.11%	6,893,528 $186 Million
Q4 2024 Jan 21, 2025	BUY	$27.45 - $55.56 $92.7 Million - $188 Million	3,377,865 Added 94.02%	6,970,674 $197 Million
Q3 2024 Oct 24, 2024	SELL	$49.82 - $55.29 $2.68 Million - $2.97 Million	-53,789 Reduced 1.48%	3,592,809 $199 Million
Q2 2024 Jul 12, 2024	SELL	$47.83 - $52.72 $1.76 Million - $1.94 Million	-36,814 Reduced 1.0%	3,646,598 $191 Million
Q1 2024 Apr 12, 2024	SELL	$45.19 - $50.67 $223 Million - $250 Million	-4,930,548 Reduced 57.24%	3,683,412 $187 Million
Q4 2023 Jan 23, 2024	BUY	$39.52 - $46.21 $32,999 - $38,585	835 Added 0.01%	8,613,960 $397 Million
Q3 2023 Oct 24, 2023	SELL	$41.08 - $44.27 $2.01 Million - $2.17 Million	-49,049 Reduced 0.57%	8,613,125 $356 Million
Q2 2023 Jul 17, 2023	SELL	$38.96 - $42.79 $908,469 - $997,777	-23,318 Reduced 0.27%	8,662,174 $371 Million
Q1 2023 Apr 11, 2023	BUY	$36.64 - $40.44 $12 Million - $13.2 Million	327,616 Added 3.92%	8,685,492 $344 Million
Q4 2022 Jan 17, 2023	SELL	$34.56 - $39.43 $23.6 Million - $26.9 Million	-682,762 Reduced 7.55%	8,357,876 $0
Q3 2022 Oct 12, 2022	BUY	$34.61 - $41.69 $139 Million - $168 Million	4,029,754 Added 80.42%	9,040,638 $313 Million
Q2 2022 Jul 22, 2022	BUY	$35.4 - $44.52 $7.26 Million - $9.13 Million	205,031 Added 4.27%	5,010,884 $183 Million
Q1 2022 Apr 27, 2022	SELL	$40.46 - $46.8 $5.07 Million - $5.86 Million	-125,268 Reduced 2.54%	4,805,853 $212 Million
Q4 2021 Jan 19, 2022	BUY	$42.49 - $46.85 $5.99 Million - $6.61 Million	141,042 Added 2.94%	4,931,121 $230 Million
Q3 2021 Oct 15, 2021	BUY	$42.11 - $45.01 $2.51 Million - $2.69 Million	59,679 Added 1.26%	4,790,079 $204 Million
Q2 2021 Jul 14, 2021	BUY	$39.89 - $42.66 $492,801 - $527,021	12,354 Added 0.26%	4,730,400 $202 Million
Q1 2021 Apr 20, 2021	SELL	$36.87 - $39.72 $22.6 Million - $24.4 Million	-614,101 Reduced 11.52%	4,718,046 $186 Million
Q4 2020 Jan 29, 2021	BUY	$32.23 - $37.39 $848,164 - $983,955	26,316 Added 0.5%	5,332,147 $199 Million
Q3 2020 Oct 14, 2020	SELL	$30.53 - $35.25 $1.02 Million - $1.18 Million	-33,404 Reduced 0.63%	5,305,831 $175 Million
Q2 2020 Jul 28, 2020	SELL	$23.93 - $31.78 $30.2 Million - $40.1 Million	-1,263,032 Reduced 19.13%	5,339,235 $162 Million
Q1 2020 Apr 09, 2020	BUY	$21.7 - $33.28 $16.4 Million - $25.1 Million	755,117 Added 12.91%	6,602,267 $166 Million
Q4 2019 Jan 30, 2020	BUY	$28.33 - $31.69 $1.95 Million - $2.18 Million	68,809 Added 1.19%	5,847,150 $185 Million
Q3 2019 Oct 09, 2019	BUY	$29.04 - $29.62 $4.07 Million - $4.15 Million	140,260 Added 2.49%	5,778,341 $168 Million
Q2 2019 Jul 17, 2019	BUY	N/A	530,409 Added 10.38%	5,638,081 $163 Million
Q1 2019 Apr 22, 2019	BUY	N/A	1,388,568 Added 37.34%	5,107,672 $142 Million
Q4 2018 Feb 06, 2019	BUY	N/A	195,924 Added 5.56%	3,719,104 $91.2 Million
Q3 2018 Oct 10, 2018	BUY	N/A	1,070,588 Added 43.65%	3,523,180 $101 Million
Q2 2018 Jul 16, 2018	BUY	N/A	496,038 Added 25.35%	2,452,592 $65.7 Million
Q1 2018 Apr 20, 2018	BUY	N/A	1,838,934 Added 1563.45%	1,956,554 $50.9 Million
Q4 2017 Jan 18, 2018	BUY	N/A	117,620	117,620 $3.09 Million

Others Institutions Holding SCHK

# of Institutions

204

Shares Held

70.3M

Call Options Held

3.9K

Put Options Held

6.9K

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About SCHWAB STRATEGIC TR 1000 INDEX

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Legacy Wealth Management, Inc Schwab Strategic Tr 1000 Index Transaction History