Number of Shares
2.87 Mil
Current Holdings Value*
$71.85 Mil
% of Portfolio
15.67%
Total Estimate Gain
$-10.21 Mil
% of Total Estimate Gain
-10.63%

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 $29.33, Legacy Financial Strategies, LLC's estimated gain on his SCHG holdings is $-10.21 Mil, reflecting a -10.63% gain to date.

Legacy Financial Strategies, LLC SCHG ($29.33) Holding Chart

Legacy Financial Strategies, LLC SCHG ($29.33) 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 %

Top Ranked Articles

  • 1