Legacy Solutions LLC’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Legacy Solutions LLC’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$279K	Buy	8,008 +210	+3%	+$6.92K	0.23%	66
2026 Q1	$238K	Sell	7,798 -155	-2%	-$4.83K	0.22%	64
2025 Q4	$235K	Sell	7,953 -4	-0.1%	-$117	0.21%	74
2025 Q3	$232K	Buy	7,957 +40	+0.5%	+$1.14K	0.21%	71
2025 Q2	$219K	Buy	7,917 +42	+0.5%	+$1.1K	0.21%	75
2025 Q1	$209K	Buy	7,875 +42	+0.5%	+$1.13K	0.23%	71
2024 Q4	$204K	Buy	+7,833	New	+$211K	0.22%	69

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