Legacy Wealth Management, Inc SCHA Holdings History
Legacy Wealth Management, Inc's Schwab U.S. Small-Cap ETF Holding Summary
As of 2025-03-31, Legacy Wealth Management, Inc held 1.11 Mil shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $26.00 Mil. This investment constitutes 1.73% of their stock portfolio, and Legacy Wealth Management, Inc now holds 0.16% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2015Q4. And since then Legacy Wealth Management, Inc has made 15 purchases of SCHA, at an average price of $30.70, for a total of 1.95 Mil shares. In addition, there have been 15 sales at an average price of $33.82 for 841,639.00 shares. Based on historical transaction data and SCHA's current price of $25.13, Legacy Wealth Management, Inc's estimated gain on his SCHA holdings is $-3.57 Mil, reflecting a -5.95% gain to date.
Legacy Wealth Management, Inc SCHA ($25.13) Holding Chart
Legacy Wealth Management, Inc SCHA ($25.13) 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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