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Legacy Investment Solutions’s Schwab US Broad Market ETF SCHB Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$1.02K Buy
+43
New +$947 ﹤0.01% 593
2024
Q4 		$1.26K Buy
+54
New +$1.23K ﹤0.01% 563

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Betterment LLC
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R
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SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Legacy Investment Solutions's SCHB Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2025: 43 shares worth $1.02K. The stake represents ﹤0.01% of the portfolio and ranks #593 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in SCHB as recently as Q4 2024.

Legacy Investment Solutions first reported a position in SCHB in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.26K in Q4 2024. 1,209 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

  • Legacy Investment Solutions held 43 shares of Schwab US Broad Market ETF worth $1.02K as of Q2 2025.
  • Schwab US Broad Market ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Schwab US Broad Market ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #593 holding.
  • Legacy Investment Solutions first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 2 quarters since.
  • Legacy Investment Solutions's Schwab US Broad Market ETF position peaked at $1.26K in Q4 2024.
  • 1,209 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.