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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$219K Buy
7,917
+42
+0.5% +$1.16K 0.21% 75
2025
Q1 		$209K Buy
7,875
+42
+0.5% +$1.12K 0.23% 71
2024
Q4 		$204K Buy
+7,833
New +$204K 0.22% 69