Legacy Wealth Management, Inc SCHX Holdings History
Legacy Wealth Management, Inc's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Legacy Wealth Management, Inc held 2.31 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $50.97 Mil. This investment constitutes 3.4% of their stock portfolio, and Legacy Wealth Management, Inc now holds 0.1% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2015Q4. And since then Legacy Wealth Management, Inc has made 11 purchases of SCHX, at an average price of $30.42, for a total of 3.12 Mil shares. In addition, there have been 18 sales at an average price of $35.24 for 811,083.00 shares. Based on historical transaction data and SCHX's current price of $24.33, Legacy Wealth Management, Inc's estimated gain on his SCHX holdings is $-10.14 Mil, reflecting a -10.69% gain to date.
Legacy Wealth Management, Inc SCHX ($24.33) Holding Chart
Legacy Wealth Management, Inc SCHX ($24.33) 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 % | |||
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