LFGO
Legacy Financial Group (Oklahoma)’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.3M | Sell |
257,657
-6,149
| -2% | -$150K | 1.86% | 16 |
|
|
2025
Q1 | $5.82M | Sell |
263,806
-9,215
| -3% | -$203K | 1.87% | 16 |
|
|
2024
Q4 | $6.33M | Sell |
273,021
-2,239
| -0.8% | -$51.9K | 2.04% | 15 |
|
|
2024
Q3 | $6.18M | Buy |
275,260
+180,363
| +190% | +$4.05M | 2.1% | 15 |
|
|
2024
Q2 | $6.1M | Sell |
94,897
-2,915
| -3% | -$187K | 2.31% | 15 |
|
|
2024
Q1 | $6.07M | Sell |
97,812
-6,351
| -6% | -$394K | 2.39% | 13 |
|
|
2023
Q4 | $5.87M | Sell |
104,163
-2,571
| -2% | -$145K | 2.56% | 15 |
|
|
2023
Q3 | $5.4M | Sell |
106,734
-6,468
| -6% | -$327K | 2.67% | 16 |
|
|
2023
Q2 | $5.93M | Sell |
113,202
-3,728
| -3% | -$195K | 2.96% | 13 |
|
|
2023
Q1 | $5.66M | Sell |
116,930
-2,428
| -2% | -$117K | 3.13% | 15 |
|
|
2022
Q4 | $5.39M | Buy |
+119,358
| New | +$5.39M | 3.32% | 11 |
|