Legacy Private Trust’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.09M | Sell |
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|
2025
Q2 | $8.77M | Buy |
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|
2025
Q1 | $6.45M | Sell |
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|
2024
Q4 | $7.27M | Buy |
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|
2024
Q3 | $7.03M | Sell |
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|
2024
Q2 | $6.99M | Sell |
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|
2024
Q1 | $6.92M | Sell |
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|
2023
Q4 | $7.14M | Sell |
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|
2023
Q3 | $6.47M | Sell |
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|
2023
Q2 | $6.98M | Sell |
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|
2023
Q1 | $6.64M | Buy |
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|
2022
Q4 | $6.06M | Sell |
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|
2022
Q3 | $6.71M | Buy |
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|
2022
Q2 | $7M | Buy |
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|
2022
Q1 | $6.31M | Buy |
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|
2021
Q4 | $6.59M | Sell |
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|
2021
Q3 | $6.22M | Buy |
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|
2021
Q2 | $6.11M | Buy |
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|
2021
Q1 | $5.14M | Buy |
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|
2020
Q4 | $4.84M | Buy |
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|
2020
Q3 | $4.27M | Sell |
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|
2020
Q2 | $3.96M | Buy |
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|
2020
Q1 | $303K | Buy |
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