Legacy Wealth Management (Tennessee)’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $989K | Buy |
|
|||||
|
2025
Q2 | $900K | Buy |
|
|||||
|
2025
Q1 | $795K | Buy |
|
|||||
|
2024
Q4 | $838K | Sell |
|
|||||
|
2024
Q3 | $827K | Sell |
|
|||||
|
2024
Q2 | $784K | Sell |
|
|||||
|
2024
Q1 | $879K | Sell |
|
|||||
|
2023
Q4 | $885K | Sell |
|
|||||
|
2023
Q3 | $802K | Sell |
|
|||||
|
2023
Q2 | $870K | Sell |
|
|||||
|
2023
Q1 | $826K | Buy |
|
|||||
|
2022
Q4 | $718K | Buy |
|
|||||
|
2022
Q3 | $649K | Buy |
|
|||||
|
2022
Q2 | $538K | Buy |
|
|||||
|
2022
Q1 | $588K | Sell |
|
|||||
|
2021
Q4 | $644K | Buy |
|
|||||
|
2021
Q3 | $580K | Buy |
|
|||||
|
2021
Q2 | $503K | Buy |
|
|||||
|
2021
Q1 | $398K | Sell |
|
|||||
|
2020
Q4 | $393K | Buy |
|
|||||
|
2020
Q3 | $311K | Sell |
|
|||||
|
2020
Q2 | $305K | Sell |
|
|||||
|
2020
Q1 | $285K | Sell |
|
|||||
|
2019
Q4 | $614K | Buy |
|
|||||
|
2019
Q3 | $540K | Buy |
|
|||||
|
2019
Q2 | $487K | Sell |
|
|||||
|
2019
Q1 | $483K | Sell |
|
|||||
|
2018
Q4 | $6.24M | Buy |
|
|||||
|
2018
Q3 | $413K | Buy |
|
|||||
|
2018
Q2 | $367K | Buy |
|
|||||
|
2018
Q1 | $320K | Buy |
|
|||||
|
2017
Q4 | $283K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $218K | Buy |
|
|||||
|
2017
Q1 | $205K | Sell |
|
|||||
|
2016
Q4 | $234K | Buy |
|
|||||
|
2016
Q3 | $211K | Buy |
|