Legacy Financial Strategies’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
R
SCM
SG
EK
HCM