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 11,443 shares of SCHX stock, worth $299,348. This represents 0.1% of its overall portfolio holdings.

Number of Shares

11,443

Previous 11,615 1.48%

Holding current value

$299,348

Previous $255,000 9.41%

% of portfolio

0.1%

Previous 0.1%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	SELL	$19.6 - $24.44 $3,371 - $4,203	-172 Reduced 1.48%	11,443 $279,000
Q1 2025 Apr 15, 2025	BUY	$21.75 - $24.28 $8,178 - $9,129	376 Added 3.35%	11,615 $255,000
Q4 2024 Jan 16, 2025	BUY	$22.4 - $68.28 $121,295 - $369,736	5,415 Added 92.98%	11,239 $260,000
Q3 2024 Oct 21, 2024	SELL	$61.11 - $67.85 $20,838 - $23,136	-341 Reduced 5.53%	5,824 $395,000
Q2 2024 Jul 24, 2024	SELL	$58.7 - $64.78 $311,110 - $343,334	-5,300 Reduced 46.23%	6,165 $396,000
Q1 2024 Jul 25, 2024	BUY	$55.41 - $62.08 $64,109 - $71,826	1,157 Added 18.77%	7,322 $454,000
Q4 2023 Jan 12, 2024	BUY	$48.47 - $56.6 $2,035 - $2,377	42 Added 0.37%	11,465 $646,000
Q3 2023 Oct 20, 2023	SELL	$50.36 - $54.21 $131,943 - $142,030	-2,620 Reduced 18.66%	11,423 $578,000
Q2 2023 Jul 14, 2023	SELL	$47.67 - $52.37 $1.21 Million - $1.33 Million	-25,419 Reduced 64.41%	14,043 $735,000
Q1 2023 Apr 11, 2023	SELL	$44.78 - $49.41 $373,465 - $412,079	-8,340 Reduced 17.45%	39,462 $1.91 Million
Q4 2022 Feb 07, 2023	SELL	$42.25 - $48.16 $959,751 - $1.09 Million	-22,716 Reduced 32.21%	47,802 $2.16 Million
Q3 2022 Oct 17, 2022	SELL	$42.35 - $51.01 $1.25 Million - $1.51 Million	-29,563 Reduced 29.54%	70,518 $2.98 Million
Q2 2022 Jul 12, 2022	SELL	$43.35 - $54.51 $1.8 Million - $2.26 Million	-41,481 Reduced 29.3%	100,081 $4.55 Million
Q1 2022 Apr 07, 2022	BUY	$49.51 - $57.27 $7.01 Million - $8.11 Million	141,562 New	141,562 $7.62 Million

Others Institutions Holding SCHX

# of Institutions

1,580

Shares Held

1.14B

Call Options Held

68.6K

Put Options Held

200

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