Legacy Financial Group, Inc. Schwab Strategic Tr Us Large C Transaction History

Legacy Financial Group, Inc.

$311 Billion
Q4 2024

A detailed history of Legacy Financial Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Legacy Financial Group, Inc. holds 273,021 shares of SCHX stock, worth $6.61 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares

273,021

Previous 275,260 0.81%

Holding current value

$6.61 Million

Previous $6.18 Billion 2.46%

% of portfolio

2.04%

Previous 2.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$22.4 - $68.28 $50,153 - $152,878	-2,239 Reduced 0.81%	273,021 $6.33 Billion
Q3 2024 Nov 13, 2024	BUY	$61.11 - $67.85 $11 Million - $12.2 Million	180,363 Added 190.06%	275,260 $6.18 Billion
Q2 2024 Aug 12, 2024	SELL	$58.7 - $64.78 $171,110 - $188,833	-2,915 Reduced 2.98%	94,897 $6.1 Billion
Q1 2024 May 13, 2024	SELL	$55.41 - $62.08 $351,908 - $394,270	-6,351 Reduced 6.1%	97,812 $6.07 Billion
Q4 2023 Feb 13, 2024	SELL	$48.47 - $56.6 $124,616 - $145,518	-2,571 Reduced 2.41%	104,163 $5.87 Billion
Q3 2023 Nov 13, 2023	SELL	$50.36 - $54.21 $325,728 - $350,630	-6,468 Reduced 5.71%	106,734 $5.4 Billion
Q2 2023 Aug 07, 2023	SELL	$47.67 - $52.37 $177,713 - $195,235	-3,728 Reduced 3.19%	113,202 $5.93 Billion
Q1 2023 May 12, 2023	SELL	$44.78 - $49.41 $108,725 - $119,967	-2,428 Reduced 2.03%	116,930 $5.66 Billion
Q4 2022 Feb 15, 2023	BUY	$42.25 - $48.16 $5.04 Million - $5.75 Million	119,358 New	119,358 $5.39 Billion

Others Institutions Holding SCHX

# of Institutions

1,464

Shares Held

1.06B

Call Options Held

71.4K

Put Options Held

4.2K

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About SCHWAB STRATEGIC TR US LARGE-C

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Legacy Financial Group, Inc. Schwab Strategic Tr Us Large C Transaction History