Legacy Wealth Management, Inc SCHK Holdings History
Legacy Wealth Management, Inc's Schwab 1000 Index ETF Holding Summary
As of 2025-06-30, Legacy Wealth Management, Inc held 6.65 Mil shares of Schwab 1000 Index ETF(SCHK), totaling $198.31 Mil. This investment constitutes 12.33% of their stock portfolio, and Legacy Wealth Management, Inc now holds 4.59% of the outstanding Schwab 1000 Index ETF(SCHK) stock.
The initial trade took place in 2020Q2. And since then Legacy Wealth Management, Inc has made 10 purchases of SCHK, at an average price of $31.61, for a total of 13.68 Mil shares. In addition, there have been 11 sales at an average price of $44.50 for 7.03 Mil shares. Based on historical transaction data and SCHK's current price of $30.61, Legacy Wealth Management, Inc's estimated gain on his SCHK holdings is $83.95 Mil, reflecting a 19.41% gain to date.
Legacy Wealth Management, Inc SCHK ($30.61) Holding Chart
Legacy Wealth Management, Inc SCHK ($30.61) 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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