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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
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

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Legacy Financial Strategies's SCHB Position: Q2 2026 in Review

Legacy Financial Strategies increased its Schwab US Broad Market ETF (SCHB) stake by 1.9% in Q2 2026, buying an estimated $1.42M and bringing the position to 2,665,380 shares worth $77.2M. The position accounts for 11.96% of the portfolio, ranked #2.

Legacy Financial Strategies first reported a position in SCHB in Q4 2017 and has held it in 35 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Legacy Financial Strategies held 2,665,380 shares of Schwab US Broad Market ETF worth $77.2M as of Q2 2026.
  • Legacy Financial Strategies bought 50,793 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.42M.
  • Schwab US Broad Market ETF made up 11.96% of Legacy Financial Strategies's portfolio in Q2 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 35 quarters since.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.