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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12,987
Closed -$278K – 93
2024
Q2 		$278K Sell
12,987
-2,775
-18% -$57.3K 0.05% 89
2024
Q1 		$326K Buy
+15,762
New +$310K 0.07% 78

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Legacy Financial Group (Iowa)'s SCHX Position: Q3 2024 in Review

Legacy Financial Group (Iowa) sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2024, closing a stake of 12,987 shares — an estimated $278K sold.

Legacy Financial Group (Iowa) first reported a position in SCHX in Q1 2024 and held it in 2 quarters. The position peaked at $326K in Q1 2024. 1,249 funds tracked by Wall St. Rank hold SCHX as of Q3 2024.

  • Legacy Financial Group (Iowa) reported no remaining Schwab US Large- Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 12,987 Schwab US Large- Cap ETF shares in Q3 2024, an estimated $278K.
  • Legacy Financial Group (Iowa) first reported a position in Schwab US Large- Cap ETF in Q1 2024 and held it in 2 quarters.
  • Legacy Financial Group (Iowa)'s Schwab US Large- Cap ETF position peaked at $326K in Q1 2024.
  • 1,249 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2024.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q3 2024, filed 15 Oct 2024.