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Family Legacy Financial Solutions’s Schwab US Broad Market ETF SCHB Stock Holding History

Family Legacy Financial Solutions’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-22
Closed -$571 – 195
2025
Q3 		$571 Hold
22
– – ﹤0.01% 241
2025
Q2 		$527 Buy
+22
New +$485 ﹤0.01% 229

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Family Legacy Financial Solutions's SCHB Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of Schwab US Broad Market ETF (SCHB) in Q4 2025, closing a stake of 22 shares — an estimated $571 sold.

Family Legacy Financial Solutions first reported a position in SCHB in Q2 2025 and held it in 2 quarters. The position peaked at $571 in Q3 2025. 1,317 funds tracked by Wall St. Rank hold SCHB as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining Schwab US Broad Market ETF position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 22 Schwab US Broad Market ETF shares in Q4 2025, an estimated $571.
  • Family Legacy Financial Solutions first reported a position in Schwab US Broad Market ETF in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's Schwab US Broad Market ETF position peaked at $571 in Q3 2025.
  • 1,317 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.