My Legacy Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

My Legacy Advisors, LLC

$269 Million
Q2 2025

A detailed history of My Legacy Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, My Legacy Advisors, LLC holds 16,174 shares of SCHG stock, worth $488,616. This represents 0.18% of its overall portfolio holdings.

Number of Shares

16,174

Previous 12,107 33.59%

Holding current value

$488,616

Previous $302,000 56.29%

% of portfolio

0.18%

Previous 0.12%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$22.27 - $29.21 $90,572 - $118,797	4,067 Added 33.59%	16,174 $472,000
Q1 2025 Apr 15, 2025	SELL	$24.91 - $29.02 $111,023 - $129,342	-4,457 Reduced 26.91%	12,107 $302,000
Q4 2024 Jan 16, 2025	BUY	$25.93 - $105.3 $333,330 - $1.35 Million	12,855 Added 346.59%	16,564 $461,000
Q3 2024 Oct 21, 2024	SELL	$92.63 - $105.69 $616,915 - $703,895	-6,660 Reduced 64.23%	3,709 $386,000
Q2 2024 Jul 24, 2024	SELL	$87.04 - $101.61 $120,289 - $140,425	-1,382 Reduced 11.76%	10,369 $1.05 Million
Q1 2024 Jul 25, 2024	BUY	$80.6 - $93.32 $81,164 - $93,973	1,007 Added 9.71%	11,376 $1.05 Million
Q4 2023 Jan 12, 2024	SELL	$70.08 - $83.37 $376,049 - $447,363	-5,366 Reduced 31.35%	11,751 $974,000
Q3 2023 Oct 20, 2023	SELL	$71.99 - $78.02 $47,009 - $50,947	-653 Reduced 3.67%	17,117 $1.24 Million
Q2 2023 Jul 14, 2023	BUY	$63.6 - $74.95 $36,760 - $43,321	578 Added 3.36%	17,770 $1.33 Million
Q1 2023 Apr 11, 2023	SELL	$54.19 - $65.17 $2,059 - $2,476	-38 Reduced 0.22%	17,192 $1.12 Million
Q4 2022 Feb 07, 2023	BUY	$54.31 - $60.76 $15,641 - $17,498	288 Added 1.7%	17,230 $957,000
Q3 2022 Oct 17, 2022	SELL	$55.81 - $69.25 $171,504 - $212,805	-3,073 Reduced 15.35%	16,942 $924,000
Q2 2022 Jul 12, 2022	BUY	$55.73 - $76.55 $95,576 - $131,283	1,715 Added 9.37%	20,015 $1.2 Million
Q1 2022 Apr 07, 2022	BUY	$65.63 - $82.62 $1.2 Million - $1.51 Million	18,300 New	18,300 $1.37 Million

Others Institutions Holding SCHG

# of Institutions

1,549

Shares Held

759M

Call Options Held

327K

Put Options Held

193K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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My Legacy Advisors, LLC Schwab Strategic Tr Us Large C Transaction History