Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Schwab US Large- Cap ETF SCHX Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12,987
Closed -$278K – 93
2024
Q2 		$278K Sell
12,987
-2,775
-18% -$59.4K 0.05% 89
2024
Q1 		$326K Buy
+15,762
New +$326K 0.07% 78