Legacy Financial Strategies, LLC SCHG Holdings History
Legacy Financial Strategies, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Legacy Financial Strategies, LLC held 2.87 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $71.85 Mil. This investment constitutes 15.67% of their stock portfolio, and Legacy Financial Strategies, LLC now holds 0.21% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2018Q2. And since then Legacy Financial Strategies, LLC has made 25 purchases of SCHG, at an average price of $33.15, for a total of 2.90 Mil shares. In addition, there have been 3 sales at an average price of $61.80 for 26,578.00 shares. Based on historical transaction data and SCHG's current price of $29.18, Legacy Financial Strategies, LLC's estimated gain on his SCHG holdings is $-10.63 Mil, reflecting a -11.07% gain to date.
Legacy Financial Strategies, LLC SCHG ($29.18) Holding Chart
Legacy Financial Strategies, LLC SCHG ($29.18) 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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