Legacy Wealth Management, LLC / Ms Schwab Strategic U.S. Mid Cap Transaction History

Legacy Wealth Management, LLC / Ms

  • $272 Billion
  • Q3 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2020

Dec 12, 2024
SELL
$55.93 - $68.45 $783,020 - $958,300
-14,000 Closed
0 $0
Q1 2020

Dec 12, 2024
SELL
$35.83 - $62.24 $644,940 - $1.12 Million
-18,000 Reduced 56.25%
14,000 $590 Million
Q4 2019

Dec 12, 2024
BUY
$54.56 - $60.24 $1.75 Million - $1.93 Million
32,000 New
32,000 $1.92 Billion

Others Institutions Holding SCHM

# of Institutions
949
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
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, LLC / Ms Portfolio

Follow Legacy Wealth Management, LLC / Ms 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, LLC / Ms, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Management, LLC / Ms with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email