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Legacy Financial Strategies’s Schwab US Broad Market ETF SCHB Stock Holding History

Legacy Financial Strategies’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
2026
Q3 		$79.7M Buy
2,719,916
+54,536
+2% +$1.6M 12.95% 2
2026
Q2 		$77.2M Buy
2,665,380
+50,793
+2% +$1.42M 11.96% 2
2026
Q1 		$65.6M Buy
2,614,587
+21,361
+0.8% +$561K 11.84% 2
2025
Q4 		$68M Sell
2,593,226
-90,527
-3% -$2.36M 12.04% 2
2025
Q3 		$69M Buy
2,683,753
+138,003
+5% +$3.42M 12.46% 2
2025
Q2 		$60.7M Buy
2,545,750
+61,307
+2% +$1.35M 11.9% 2
2025
Q1 		$53.5M Buy
2,484,443
+109,858
+5% +$2.5M 11.66% 2
2024
Q4 		$53.8M Buy
2,374,585
+76,636
+3% +$1.75M 11.59% 2
2024
Q3 		$51M Buy
2,297,949
+437,913
+24% +$9.35M 11.24% 2
2024
Q2 		$39.4M Buy
1,860,036
+73,029
+4% +$1.48M 9.48% 3
2024
Q1 		$36.4M Buy
1,787,007
+42,651
+2% +$825K 9.37% 3
2023
Q4 		$32.4M Buy
1,744,356
+29,418
+2% +$508K 9.23% 3
2023
Q3 		$29M Buy
1,714,938
+154,245
+10% +$2.67M 9.31% 4
2023
Q2 		$26.9M Buy
1,560,693
+27,093
+2% +$442K 8.99% 3
2023
Q1 		$24.5M Buy
1,533,600
+43,266
+3% +$676K 9.07% 3
2022
Q4 		$22.3M Buy
1,490,334
+6,429
+0.4% +$96.6K 9.2% 3
2022
Q3 		$20.8M Buy
1,483,905
+28,404
+2% +$442K 9.66% 3
2022
Q2 		$21.4M Buy
1,455,501
+31,554
+2% +$506K 10.58% 3
2022
Q1 		$25.3M Buy
1,423,947
+66,651
+5% +$1.17M 10.8% 3
2021
Q4 		$25.6M Buy
1,357,296
+13,656
+1% +$251K 11.05% 3
2021
Q3 		$23.3M Buy
1,343,640
+38,106
+3% +$678K 10.94% 3
2021
Q2 		$22.7M Buy
1,305,534
+66,432
+5% +$1.12M 10.87% 3
2021
Q1 		$20M Sell
1,239,102
-324,294
-21% -$5.11M 10.56% 3
2020
Q4 		$23.7M Buy
1,563,396
+3,030
+0.2% +$43.2K 12.09% 2
2020
Q3 		$20.7M Sell
1,560,366
-25,704
-2% -$338K 11.92% 2
2020
Q2 		$19.4M Buy
1,586,070
+36,936
+2% +$426K 15% 2
2020
Q1 		$15.6M Buy
1,549,134
+220,902
+17% +$2.67M 14.82% 2
2019
Q4 		$17M Sell
1,328,232
-382,170
-22% -$4.69M 13.73% 2
2019
Q3 		$20.7M Buy
1,710,402
+37,464
+2% +$443K 18.42% 2
2019
Q2 		$20M Buy
1,672,938
+167,946
+11% +$1.94M 18.7% 1
2019
Q1 		$17.1M Buy
1,504,992
+139,662
+10% +$1.53M 14.58% 2
2018
Q4 		$13.6M Buy
1,365,330
+368,382
+37% +$3.98M 13.51% 2
2018
Q3 		$10.9M Buy
996,948
+30,444
+3% +$351K 11.07% 2
2018
Q2 		$10.6M Buy
966,504
+908,364
+1,562% +$9.93M 9.52% 2
2018
Q1 		$618K Buy
58,140
+13,512
+30% +$148K 0.6% 23
2017
Q4 		$480K Buy
+44,628
New +$468K 0.51% 33

Other funds holding SCHB

Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
M
MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
ACM
Appalachian Capital Management St Clairsville, Ohio $139M AUM 11.61% 1-Year Est. Return

Legacy Financial Strategies's SCHB Position: Q3 2026 in Review

Legacy Financial Strategies increased its Schwab US Broad Market ETF (SCHB) stake by 2% in Q3 2026, buying an estimated $1.6M and bringing the position to 2,719,916 shares worth $79.7M. The position accounts for 12.95% of the portfolio, ranked #2.

Legacy Financial Strategies first reported a position in SCHB in Q4 2017 and has held it in 36 quarters since. 202 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Legacy Financial Strategies held 2,719,916 shares of Schwab US Broad Market ETF worth $79.7M as of Q3 2026.
  • Legacy Financial Strategies bought 54,536 Schwab US Broad Market ETF shares in Q3 2026, an estimated $1.6M.
  • Schwab US Broad Market ETF made up 12.95% of Legacy Financial Strategies's portfolio in Q3 2026, its #2 holding.
  • Legacy Financial Strategies first reported a position in Schwab US Broad Market ETF in Q4 2017 and has held it in 36 quarters since.
  • 202 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Legacy Financial Strategies's 13F filing for Q3 2026, filed 15 Oct 2026.