Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Schwab US Broad Market ETF SCHB Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-1,074
Closed -$17.9K – 415
2023
Q3 		$17.9K Buy
+1,074
New +$18.6K ﹤0.01% 277

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

Legacy Financial Group (Iowa) sold out of Schwab US Broad Market ETF (SCHB) in Q4 2023, closing a stake of 1,074 shares — an estimated $17.9K sold.

Legacy Financial Group (Iowa) first reported a position in SCHB in Q3 2023 and held it in 1 quarter. The position peaked at $17.9K in Q3 2023. 1,034 funds tracked by Wall St. Rank hold SCHB as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Schwab US Broad Market ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 1,074 Schwab US Broad Market ETF shares in Q4 2023, an estimated $17.9K.
  • Legacy Financial Group (Iowa) first reported a position in Schwab US Broad Market ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Schwab US Broad Market ETF position peaked at $17.9K in Q3 2023.
  • 1,034 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2023.

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