Legacy Wealth Management, Inc Schwab Strategic Tr Us Small C Transaction History

Legacy Wealth Management, Inc

  • $1.7 Billion
  • Q3 2025

A detailed history of Legacy Wealth Management, Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Legacy Wealth Management, Inc holds 890,688 shares of SCHA stock, worth $24.4 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares
890,688
Previous 1,129,803 21.16%
Holding current value
$24.4 Million
Previous $28.6 Million 13.06%
% of portfolio
1.46%
Previous 1.78%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
SELL
$25.29 - $28.33 $6.05 Million - $6.77 Million
-239,115 Reduced 21.16%
890,688 $24.9 Million
Q2 2025

Jul 17, 2025
BUY
$20.42 - $25.3 $414,362 - $513,387
20,292 Added 1.83%
1,129,803 $28.6 Million
Q1 2025

Apr 24, 2025
BUY
$23.16 - $27.04 $696,583 - $813,282
30,077 Added 2.79%
1,109,511 $26 Million
Q4 2024

Jan 21, 2025
BUY
$25.33 - $51.16 $13.4 Million - $27.1 Million
528,836 Added 96.05%
1,079,434 $27.9 Million
Q3 2024

Oct 24, 2024
SELL
$46.9 - $51.96 $340,400 - $377,125
-7,258 Reduced 1.3%
550,598 $28.4 Million
Q2 2024

Jul 12, 2024
SELL
$45.24 - $49.04 $123,505 - $133,879
-2,730 Reduced 0.49%
557,856 $26.5 Million
Q1 2024

Apr 12, 2024
SELL
$44.84 - $49.24 $270,026 - $296,523
-6,022 Reduced 1.06%
560,586 $27.6 Million
Q4 2023

Jan 23, 2024
SELL
$38.13 - $48.02 $648,705 - $816,964
-17,013 Reduced 2.92%
566,608 $26.8 Million
Q3 2023

Oct 24, 2023
SELL
$40.85 - $46.1 $255,802 - $288,678
-6,262 Reduced 1.06%
583,621 $24.2 Million
Q2 2023

Jul 17, 2023
BUY
$39.91 - $43.82 $358,910 - $394,073
8,993 Added 1.55%
589,883 $25.8 Million
Q1 2023

Apr 11, 2023
BUY
$39.82 - $46.36 $141,599 - $164,856
3,556 Added 0.62%
580,890 $24.4 Million
Q4 2022

Jan 17, 2023
BUY
$38.25 - $43.54 $581,629 - $662,069
15,206 Added 2.71%
577,334 $0
Q3 2022

Oct 12, 2022
SELL
$37.65 - $45.9 $153,612 - $187,272
-4,080 Reduced 0.72%
562,128 $21.2 Million
Q2 2022

Jul 22, 2022
BUY
$37.88 - $48.01 $571,306 - $724,086
15,082 Added 2.74%
566,208 $22.1 Million
Q1 2022

Apr 27, 2022
BUY
$44.42 - $51.73 $12.2 Million - $14.2 Million
275,079 Added 99.65%
551,126 $26.1 Million
Q4 2021

Jan 19, 2022
SELL
$48.64 - $55.07 $201,369 - $227,989
-4,140 Reduced 1.48%
276,047 $28.3 Million
Q3 2021

Oct 15, 2021
SELL
$48.3 - $52.49 $95,247 - $103,510
-1,972 Reduced 0.7%
280,187 $28 Million
Q2 2021

Jul 14, 2021
SELL
$48.39 - $52.91 $260,144 - $284,444
-5,376 Reduced 1.87%
282,159 $29.4 Million
Q1 2021

Apr 20, 2021
SELL
$43.89 - $52.63 $1.71 Million - $2.06 Million
-39,051 Reduced 11.96%
287,535 $28.7 Million
Q4 2020

Jan 29, 2021
SELL
$34.66 - $45.17 $563,363 - $734,193
-16,254 Reduced 4.74%
326,586 $29.1 Million
Q3 2020

Oct 14, 2020
SELL
$32.09 - $36.38 $268,336 - $304,209
-8,362 Reduced 2.38%
342,840 $23.4 Million
Q2 2020

Jul 28, 2020
SELL
$23.59 - $35.22 $5.24 Million - $7.82 Million
-222,009 Reduced 38.73%
351,202 $22.9 Million
Q1 2020

Apr 09, 2020
BUY
$22.29 - $38.7 $12.1 Million - $21.1 Million
544,602 Added 1903.6%
573,211 $29.5 Million
Q4 2019

Jan 30, 2020
BUY
$33.63 - $38.03 $22,868 - $25,860
680 Added 2.43%
28,609 $2.16 Million
Q3 2019

Oct 09, 2019
BUY
$34.78 - $36.12 $79,750 - $82,823
2,293 Added 8.94%
27,929 $1.95 Million
Q2 2019

Jul 17, 2019
BUY
N/A
8,247 Added 47.43%
25,636 $1.83 Million
Q1 2019

Apr 22, 2019
BUY
N/A
1,086 Added 6.66%
17,389 $1.22 Million
Q4 2018

Feb 06, 2019
SELL
N/A
-15,769 Reduced 49.17%
16,303 $989,000
Q3 2018

Oct 10, 2018
SELL
N/A
-70,883 Reduced 68.85%
32,072 $2.44 Million
Q2 2018

Jul 16, 2018
BUY
N/A
14,211 Added 16.01%
102,955 $7.57 Million
Q1 2018

Apr 20, 2018
BUY
N/A
73,660 Added 488.33%
88,744 $6.14 Million
Q4 2017

Jan 18, 2018
BUY
N/A
1,179 Added 8.48%
15,084 $1.05 Million
Q3 2017

Oct 12, 2017
BUY
N/A
13,905
13,905 $937,000

Others Institutions Holding SCHA

# of Institutions
1,324
Shares Held
261M
Call Options Held
104K
Put Options Held
2.1K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Legacy Wealth Management, Inc Portfolio

Follow Legacy Wealth Management, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email