LPT
Legacy Private Trust’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.77M | Buy |
358,776
+66,592
| +23% | +$1.63M | 0.57% | 39 |
|
|
2025
Q1 | $6.45M | Sell |
292,184
-21,579
| -7% | -$476K | 0.44% | 47 |
|
|
2024
Q4 | $7.27M | Buy |
313,763
+210,196
| +203% | +$4.87M | 0.48% | 45 |
|
|
2024
Q3 | $7.03M | Sell |
103,567
-5,289
| -5% | -$359K | 0.47% | 48 |
|
|
2024
Q2 | $6.99M | Sell |
108,856
-2,569
| -2% | -$165K | 0.5% | 46 |
|
|
2024
Q1 | $6.92M | Sell |
111,425
-15,195
| -12% | -$943K | 0.51% | 47 |
|
|
2023
Q4 | $7.14M | Sell |
126,620
-1,335
| -1% | -$75.3K | 0.57% | 42 |
|
|
2023
Q3 | $6.47M | Sell |
127,955
-5,316
| -4% | -$269K | 0.56% | 44 |
|
|
2023
Q2 | $6.98M | Sell |
133,271
-4,103
| -3% | -$215K | 0.58% | 44 |
|
|
2023
Q1 | $6.64M | Buy |
137,374
+3,163
| +2% | +$153K | 0.57% | 44 |
|
|
2022
Q4 | $6.06M | Sell |
134,211
-24,183
| -15% | -$1.09M | 0.55% | 52 |
|
|
2022
Q3 | $6.71M | Buy |
158,394
+1,715
| +1% | +$72.6K | 0.64% | 39 |
|
|
2022
Q2 | $7M | Buy |
156,679
+39,549
| +34% | +$1.77M | 0.63% | 43 |
|
|
2022
Q1 | $6.31M | Buy |
117,130
+59,195
| +102% | +$3.19M | 0.49% | 57 |
|
|
2021
Q4 | $6.59M | Sell |
57,935
-1,882
| -3% | -$214K | 0.49% | 52 |
|
|
2021
Q3 | $6.22M | Buy |
59,817
+1,059
| +2% | +$110K | 0.5% | 53 |
|
|
2021
Q2 | $6.11M | Buy |
58,758
+5,273
| +10% | +$548K | 0.52% | 52 |
|
|
2021
Q1 | $5.14M | Buy |
53,485
+277
| +0.5% | +$26.6K | 0.46% | 63 |
|
|
2020
Q4 | $4.84M | Buy |
53,208
+243
| +0.5% | +$22.1K | 0.46% | 59 |
|
|
2020
Q3 | $4.27M | Sell |
52,965
-495
| -0.9% | -$39.9K | 0.44% | 62 |
|
|
2020
Q2 | $3.96M | Buy |
53,460
+48,510
| +980% | +$3.59M | 0.44% | 65 |
|
|
2020
Q1 | $303K | Buy |
+4,950
| New | +$303K | 0.04% | 178 |
|