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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,074
Closed -$17.9K – 415
2023
Q3 		$17.9K Buy
+1,074
New +$17.9K ﹤0.01% 277