Legacy Financial Strategies, LLC SCHB Holdings History
Legacy Financial Strategies, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, Legacy Financial Strategies, LLC held 2.48 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $53.49 Mil. This investment constitutes 11.66% of their stock portfolio, and Legacy Financial Strategies, LLC now holds 0.17% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2018Q2. And since then Legacy Financial Strategies, LLC has made 25 purchases of SCHB, at an average price of $26.08, for a total of 2.73 Mil shares. In addition, there have been 3 sales at an average price of $40.27 for 244,056.00 shares. Based on historical transaction data and SCHB's current price of $23.97, Legacy Financial Strategies, LLC's estimated gain on his SCHB holdings is $-1.78 Mil, reflecting a -2.50% gain to date.
Legacy Financial Strategies, LLC SCHB ($23.97) Holding Chart
Legacy Financial Strategies, LLC SCHB ($23.97) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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