Legacy Financial Strategies, LLC Schwab Strategic Tr Us Broad M Transaction History
Legacy Financial Strategies, LLC
- $461 Million
- Q4 2024
A detailed history of Legacy Financial Strategies, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 2,374,585 shares of SCHB stock, worth $51.5 Million. This represents 11.69% of its overall portfolio holdings.
Number of Shares
2,374,585
Previous 765,983
210.0%
Holding current value
$51.5 Million
Previous $51 Million
5.79%
% of portfolio
11.69%
Previous 11.37%
Shares
29 transactions
Others Institutions Holding SCHB
# of Institutions
1,265Shares Held
422MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$386 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$249 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$221 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$202 Million13.85% of portfolio
-
Hengehold Capital Management LLC8.94MShares$194 Million19.23% of portfolio