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

Legacy Wealth Management, Inc

$1.61 Billion
Q2 2025

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 4,181,932 shares of SCHM stock, worth $125 Million. This represents 7.3% of its overall portfolio holdings.

Number of Shares

4,181,932

Previous 4,203,019 0.5%

Holding current value

$125 Million

Previous $110 Million 6.52%

% of portfolio

7.3%

Previous 7.34%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$22.92 - $28.05 $483,314 - $591,490	-21,087 Reduced 0.5%	4,181,932 $117 Million
Q1 2025 Apr 24, 2025	BUY	$25.58 - $29.24 $588,570 - $672,783	23,009 Added 0.55%	4,203,019 $110 Million
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

1,041

Shares Held

284M

Call Options Held

9.4K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

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.

Account

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