Legacy Private Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $34.4M | Sell |
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|
2025
Q2 | $32.8M | Buy |
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|
2025
Q1 | $25.2M | Sell |
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|
2024
Q4 | $33.4M | Buy |
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|
2024
Q3 | $31.6M | Sell |
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|
2024
Q2 | $30.4M | Buy |
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|
2024
Q1 | $29.5M | Sell |
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|
2023
Q4 | $27.2M | Buy |
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|
2023
Q3 | $24M | Sell |
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|
2023
Q2 | $25M | Buy |
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|
2023
Q1 | $22.3M | Sell |
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|
2022
Q4 | $21.9M | Buy |
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|
2022
Q3 | $20.3M | Sell |
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|
2022
Q2 | $21.8M | Buy |
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|
2022
Q1 | $24.3M | Sell |
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|
2021
Q4 | $26.1M | Sell |
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|
2021
Q3 | $24.1M | Buy |
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|
2021
Q2 | $24.1M | Sell |
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|
2021
Q1 | $22.5M | Sell |
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|
2020
Q4 | $21.8M | Buy |
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|
2020
Q3 | $18.8M | Buy |
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|
2020
Q2 | $17.2M | Buy |
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|
2020
Q1 | $7.88M | Buy |
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