Legacy Wealth Managment, Llc/Id Schwab Strategic Tr Intl Small Transaction History

Legacy Wealth Managment, Llc/Id

$122 Million
Q1 2025

A detailed history of Legacy Wealth Managment, Llc/Id transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 4 shares of SCHC stock, worth $160. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$160

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 16, 2025	BUY	$33.57 - $37.22 $134 - $148	4 New	4 $0

Others Institutions Holding SCHC

# of Institutions

458

Shares Held

44.1M

Call Options Held

Put Options Held

Pnc Financial Services Group, Inc. Pittsburgh, PA

2.56M
Shares

$103 Million
0.05% of portfolio
Savant Capital, LLC

2.53M
Shares

$101 Million
0.69% of portfolio
Tiaa Trust, National Association Charlotte, NC

2.03M
Shares

$81.6 Million
0.23% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

1.79M
Shares

$72 Million
2.75% of portfolio
Tiaa, Fsb St. Louis, MO

1.68M
Shares

$67.3 Million
0.21% of portfolio

View Full List

About SCHWAB STRATEGIC TR INTL SMALL

Ticker SCHC
Sector ETFs
Industry ETFs

More about SCHC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Managment, Llc/Id, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Managment, Llc/Id with notifications on news.

Account

Legacy Wealth Managment, Llc/Id Schwab Strategic Tr Intl Small Transaction History