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Legacy Private Trust’s Schwab US Broad Market ETF SCHB Stock Holding History

Legacy Private Trust’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
Q3 		$36.6M Sell
1,249,599
-4,135
-0.3% -$121K 2% 11
2026
Q2 		$36.3M Sell
1,253,734
-28,354
-2% -$794K 2.01% 10
2026
Q1 		$32.2M Sell
1,282,088
-50,447
-4% -$1.32M 1.98% 9
2025
Q4 		$35M Sell
1,332,535
-6,612
-0.5% -$172K 2.05% 9
2025
Q3 		$34.4M Sell
1,339,147
-35,417
-3% -$877K 2.05% 9
2025
Q2 		$32.8M Buy
1,374,564
+201,811
+17% +$4.45M 2.12% 9
2025
Q1 		$25.2M Sell
1,172,753
-297,779
-20% -$6.77M 1.74% 10
2024
Q4 		$33.4M Buy
1,470,532
+47,329
+3% +$1.08M 2.18% 8
2024
Q3 		$31.6M Sell
1,423,203
-26,223
-2% -$560K 2.12% 9
2024
Q2 		$30.4M Buy
1,449,426
+1,557
+0.1% +$31.5K 2.16% 8
2024
Q1 		$29.5M Sell
1,447,869
-20,568
-1% -$398K 2.15% 9
2023
Q4 		$27.2M Buy
1,468,437
+24,969
+2% +$431K 2.17% 7
2023
Q3 		$24M Sell
1,443,468
-8,448
-0.6% -$146K 2.06% 8
2023
Q2 		$25M Buy
1,451,916
+52,638
+4% +$858K 2.07% 7
2023
Q1 		$22.3M Sell
1,399,278
-67,791
-5% -$1.06M 1.9% 10
2022
Q4 		$21.9M Buy
1,467,069
+18,588
+1% +$279K 1.98% 9
2022
Q3 		$20.3M Sell
1,448,481
-30,651
-2% -$477K 1.92% 10
2022
Q2 		$21.8M Buy
1,479,132
+115,824
+8% +$1.86M 1.95% 10
2022
Q1 		$24.3M Sell
1,363,308
-21,468
-2% -$377K 1.88% 12
2021
Q4 		$26.1M Sell
1,384,776
-6,324
-0.5% -$116K 1.96% 9
2021
Q3 		$24.1M Buy
1,391,100
+3,396
+0.2% +$60.4K 1.95% 10
2021
Q2 		$24.1M Sell
1,387,704
-8,898
-0.6% -$151K 2.03% 12
2021
Q1 		$22.5M Sell
1,396,602
-38,952
-3% -$614K 2.03% 11
2020
Q4 		$21.8M Buy
1,435,554
+17,094
+1% +$243K 2.06% 11
2020
Q3 		$18.8M Buy
1,418,460
+11,904
+0.8% +$157K 1.94% 11
2020
Q2 		$17.2M Buy
1,406,556
+623,910
+80% +$7.19M 1.9% 10
2020
Q1 		$7.88M Buy
+782,646
New +$9.47M 1.02% 24

Other funds holding SCHB

SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Legacy Private Trust's SCHB Position: Q3 2026 in Review

Legacy Private Trust reduced its Schwab US Broad Market ETF (SCHB) stake by 0.33% in Q3 2026, selling an estimated $121K and leaving 1,249,599 shares worth $36.6M. The position accounts for 2% of the portfolio, ranked #11.

Legacy Private Trust first reported a position in SCHB in Q1 2020 and has held it in 27 quarters since. 70 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Legacy Private Trust held 1,249,599 shares of Schwab US Broad Market ETF worth $36.6M as of Q3 2026.
  • Legacy Private Trust sold 4,135 Schwab US Broad Market ETF shares in Q3 2026, an estimated $121K.
  • Schwab US Broad Market ETF made up 2% of Legacy Private Trust's portfolio in Q3 2026, its #11 holding.
  • Legacy Private Trust first reported a position in Schwab US Broad Market ETF in Q1 2020 and has held it in 27 quarters since.
  • 70 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.