LFS
Legacy Financial Strategies’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.7M | Buy |
2,545,750
+61,307
| +2% | +$1.46M | 11.9% | 2 |
|
|
2025
Q1 | $53.5M | Buy |
2,484,443
+109,858
| +5% | +$2.37M | 11.66% | 2 |
|
|
2024
Q4 | $53.8M | Buy |
2,374,585
+1,608,602
| +210% | +$36.5M | 11.59% | 2 |
|
|
2024
Q3 | $51M | Buy |
765,983
+145,971
| +24% | +$9.71M | 11.24% | 2 |
|
|
2024
Q2 | $39.4M | Buy |
620,012
+24,343
| +4% | +$1.55M | 9.48% | 3 |
|
|
2024
Q1 | $36.4M | Buy |
595,669
+14,217
| +2% | +$868K | 9.37% | 3 |
|
|
2023
Q4 | $32.4M | Buy |
581,452
+9,806
| +2% | +$546K | 9.23% | 3 |
|
|
2023
Q3 | $29M | Buy |
571,646
+51,415
| +10% | +$2.61M | 9.31% | 4 |
|
|
2023
Q2 | $26.9M | Buy |
520,231
+9,031
| +2% | +$467K | 8.99% | 3 |
|
|
2023
Q1 | $24.5M | Buy |
511,200
+14,422
| +3% | +$690K | 9.07% | 3 |
|
|
2022
Q4 | $22.3M | Buy |
496,778
+2,143
| +0.4% | +$96K | 9.2% | 3 |
|
|
2022
Q3 | $20.8M | Buy |
494,635
+9,468
| +2% | +$398K | 9.66% | 3 |
|
|
2022
Q2 | $21.4M | Buy |
485,167
+10,518
| +2% | +$465K | 10.58% | 3 |
|
|
2022
Q1 | $25.3M | Buy |
474,649
+248,433
| +110% | +$13.3M | 10.8% | 3 |
|
|
2021
Q4 | $25.6M | Buy |
226,216
+2,276
| +1% | +$257K | 11.05% | 3 |
|
|
2021
Q3 | $23.3M | Buy |
223,940
+6,351
| +3% | +$660K | 10.94% | 3 |
|
|
2021
Q2 | $22.7M | Buy |
217,589
+11,072
| +5% | +$1.15M | 10.87% | 3 |
|
|
2021
Q1 | $20M | Sell |
206,517
-54,049
| -21% | -$5.23M | 10.56% | 3 |
|
|
2020
Q4 | $23.7M | Buy |
260,566
+505
| +0.2% | +$46K | 12.09% | 2 |
|
|
2020
Q3 | $20.7M | Sell |
260,061
-4,284
| -2% | -$341K | 11.92% | 2 |
|
|
2020
Q2 | $19.4M | Buy |
264,345
+6,156
| +2% | +$452K | 15% | 2 |
|
|
2020
Q1 | $15.6M | Buy |
258,189
+36,817
| +17% | +$2.22M | 14.82% | 2 |
|
|
2019
Q4 | $17M | Sell |
221,372
-63,695
| -22% | -$4.9M | 13.73% | 2 |
|
|
2019
Q3 | $20.7M | Buy |
285,067
+6,244
| +2% | +$453K | 18.42% | 2 |
|
|
2019
Q2 | $20M | Buy |
278,823
+27,991
| +11% | +$2.01M | 18.7% | 1 |
|
|
2019
Q1 | $17.1M | Buy |
250,832
+23,277
| +10% | +$1.58M | 14.58% | 2 |
|
|
2018
Q4 | $13.6M | Buy |
227,555
+61,397
| +37% | +$3.68M | 13.51% | 2 |
|
|
2018
Q3 | $10.9M | Buy |
166,158
+5,074
| +3% | +$332K | 11.07% | 2 |
|
|
2018
Q2 | $10.6M | Buy |
161,084
+151,394
| +1,562% | +$9.99M | 9.52% | 2 |
|
|
2018
Q1 | $618K | Buy |
9,690
+2,252
| +30% | +$144K | 0.6% | 23 |
|
|
2017
Q4 | $480K | Buy |
+7,438
| New | +$480K | 0.51% | 33 |
|