LWMT
Legacy Wealth Management (Tennessee)’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $900K | Buy |
37,787
+854
| +2% | +$20.4K | 0.06% | 18 |
|
|
2025
Q1 | $795K | Buy |
36,933
+12
| +0% | +$258 | 0.05% | 19 |
|
|
2024
Q4 | $838K | Buy |
36,921
+24,492
| +197% | +$556K | 0.05% | 18 |
|
|
2024
Q3 | $827K | Sell |
12,429
-49
| -0.4% | -$3.26K | 0.05% | 19 |
|
|
2024
Q2 | $784K | Sell |
12,478
-1,920
| -13% | -$121K | 0.06% | 18 |
|
|
2024
Q1 | $879K | Sell |
14,398
-1,508
| -9% | -$92.1K | 0.06% | 18 |
|
|
2023
Q4 | $885K | Sell |
15,906
-180
| -1% | -$10K | 0.07% | 16 |
|
|
2023
Q3 | $802K | Sell |
16,086
-740
| -4% | -$36.9K | 0.07% | 15 |
|
|
2023
Q2 | $870K | Sell |
16,826
-438
| -3% | -$22.6K | 0.07% | 14 |
|
|
2023
Q1 | $826K | Buy |
17,264
+1,241
| +8% | +$59.4K | 0.07% | 14 |
|
|
2022
Q4 | $718K | Buy |
16,023
+564
| +4% | +$25.3K | 0.07% | 15 |
|
|
2022
Q3 | $649K | Buy |
15,459
+3,284
| +27% | +$138K | 0.07% | 14 |
|
|
2022
Q2 | $538K | Buy |
12,175
+1,161
| +11% | +$51.3K | 0.07% | 17 |
|
|
2022
Q1 | $588K | Buy |
11,014
+5,319
| +93% | +$284K | 0.07% | 15 |
|
|
2021
Q4 | $644K | Buy |
5,695
+113
| +2% | +$12.8K | 0.07% | 14 |
|
|
2021
Q3 | $580K | Buy |
5,582
+756
| +16% | +$78.6K | 0.07% | 13 |
|
|
2021
Q2 | $503K | Buy |
4,826
+708
| +17% | +$73.8K | 0.06% | 13 |
|
|
2021
Q1 | $398K | Sell |
4,118
-198
| -5% | -$19.1K | 0.05% | 13 |
|
|
2020
Q4 | $393K | Buy |
4,316
+416
| +11% | +$37.9K | 0.05% | 12 |
|
|
2020
Q3 | $311K | Sell |
3,900
-251
| -6% | -$20K | 0.05% | 12 |
|
|
2020
Q2 | $305K | Sell |
4,151
-569
| -12% | -$41.8K | 0.05% | 12 |
|
|
2020
Q1 | $285K | Sell |
4,720
-3,268
| -41% | -$197K | 0.05% | 11 |
|
|
2019
Q4 | $614K | Buy |
7,988
+380
| +5% | +$29.2K | 0.09% | 11 |
|
|
2019
Q3 | $540K | Buy |
7,608
+703
| +10% | +$49.9K | 0.09% | 11 |
|
|
2019
Q2 | $487K | Sell |
6,905
-186
| -3% | -$13.1K | 0.09% | 11 |
|
|
2019
Q1 | $483K | Sell |
7,091
-97,061
| -93% | -$6.61M | 0.09% | 11 |
|
|
2018
Q4 | $6.24M | Buy |
104,152
+98,278
| +1,673% | +$5.89M | 1.37% | 10 |
|
|
2018
Q3 | $413K | Buy |
5,874
+313
| +6% | +$22K | 0.08% | 11 |
|
|
2018
Q2 | $367K | Buy |
5,561
+551
| +11% | +$36.4K | 0.09% | 11 |
|
|
2018
Q1 | $320K | Buy |
5,010
+629
| +14% | +$40.2K | 0.08% | 12 |
|
|
2017
Q4 | $283K | Buy |
+4,381
| New | +$283K | 0.07% | 11 |
|
|
2017
Q3 | – | Sell |
-3,731
| Closed | -$218K | – | 11 |
|
|
2017
Q2 | $218K | Buy |
3,731
+140
| +4% | +$8.18K | 0.05% | 10 |
|
|
2017
Q1 | $205K | Sell |
3,591
-719
| -17% | -$41K | 0.05% | 10 |
|
|
2016
Q4 | $234K | Buy |
4,310
+284
| +7% | +$15.4K | 0.06% | 10 |
|
|
2016
Q3 | $211K | Buy |
+4,026
| New | +$211K | 0.06% | 12 |
|