Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10
Closed -$207 – 414
2023
Q3 		$207 Buy
+10
New +$219 ﹤0.01% 553

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Legacy Financial Group (Iowa)'s SCHA Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2023, closing a stake of 10 shares — an estimated $207 sold.

Legacy Financial Group (Iowa) first reported a position in SCHA in Q3 2023 and held it in 1 quarter. The position peaked at $207 in Q3 2023. 1,055 funds tracked by Wall St. Rank hold SCHA as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 10 Schwab U.S Small- Cap ETF shares in Q4 2023, an estimated $207.
  • Legacy Financial Group (Iowa) first reported a position in Schwab U.S Small- Cap ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Schwab U.S Small- Cap ETF position peaked at $207 in Q3 2023.
  • 1,055 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.