Legacy Wealth Management, Inc Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Legacy Wealth Management, Inc holds 2,282,257 shares of SCHX stock, worth $60.6 Million. This represents 3.54% of its overall portfolio holdings.

Number of Shares
2,282,257
Previous 2,343,626 2.62%
Holding current value
$60.6 Million
Previous $57.3 Million 4.95%
% of portfolio
3.54%
Previous 3.56%

Shares

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

Oct 10, 2025
SELL
$24.46 - $26.5 $1.5 Million - $1.63 Million
-61,369 Reduced 2.62%
2,282,257 $60.1 Million
Q2 2025

Jul 17, 2025
BUY
$19.6 - $24.44 $690,449 - $860,947
35,227 Added 1.53%
2,343,626 $57.3 Million
Q1 2025

Apr 24, 2025
BUY
$21.75 - $24.28 $1.45 Million - $1.62 Million
66,784 Added 2.98%
2,308,399 $51 Million
Q4 2024

Jan 21, 2025
BUY
$22.4 - $68.28 $32.8 Million - $100 Million
1,464,503 Added 188.45%
2,241,615 $52 Million
Q3 2024

Oct 24, 2024
SELL
$61.11 - $67.85 $1.26 Million - $1.39 Million
-20,558 Reduced 2.58%
777,112 $52.7 Million
Q2 2024

Jul 12, 2024
SELL
$58.7 - $64.78 $651,217 - $718,669
-11,094 Reduced 1.37%
797,670 $51.3 Million
Q1 2024

Apr 12, 2024
SELL
$55.41 - $62.08 $2.75 Million - $3.08 Million
-49,556 Reduced 5.77%
808,764 $50.2 Million
Q4 2023

Jan 23, 2024
SELL
$48.47 - $56.6 $1.39 Million - $1.62 Million
-28,706 Reduced 3.24%
858,320 $48.4 Million
Q3 2023

Oct 24, 2023
SELL
$50.36 - $54.21 $723,270 - $778,564
-14,362 Reduced 1.59%
887,026 $44.9 Million
Q2 2023

Jul 17, 2023
SELL
$47.67 - $52.37 $551,065 - $605,397
-11,560 Reduced 1.27%
901,388 $47.2 Million
Q1 2023

Apr 11, 2023
SELL
$44.78 - $49.41 $640,354 - $706,563
-14,300 Reduced 1.54%
912,948 $44.2 Million
Q4 2022

Jan 17, 2023
BUY
$42.25 - $48.16 $36.8 Million - $42 Million
871,861 Added 1574.13%
927,248 $0
Q3 2022

Oct 12, 2022
SELL
$42.35 - $51.01 $2.21 Million - $2.67 Million
-52,252 Reduced 48.54%
55,387 $2.35 Million
Q2 2022

Jul 22, 2022
BUY
$43.35 - $54.51 $595,412 - $748,694
13,735 Added 14.63%
107,639 $4.81 Million
Q1 2022

Apr 27, 2022
BUY
$49.51 - $57.27 $3.04 Million - $3.52 Million
61,450 Added 189.34%
93,904 $5.06 Million
Q4 2021

Jan 19, 2022
SELL
$51.9 - $57.29 $127,881 - $141,162
-2,464 Reduced 7.06%
32,454 $3.69 Million
Q3 2021

Oct 15, 2021
BUY
$51.52 - $54.94 $218,650 - $233,165
4,244 Added 13.84%
34,918 $3.63 Million
Q2 2021

Jul 14, 2021
BUY
$48.62 - $52.01 $464,321 - $496,695
9,550 Added 45.21%
30,674 $3.19 Million
Q1 2021

Apr 20, 2021
SELL
$44.9 - $48.34 $90,473 - $97,405
-2,015 Reduced 8.71%
21,124 $2.03 Million
Q4 2020

Jan 29, 2021
SELL
$39.35 - $45.48 $12,788 - $14,780
-325 Reduced 1.39%
23,139 $2.1 Million
Q3 2020

Oct 14, 2020
SELL
$37.26 - $43.03 $264,061 - $304,953
-7,087 Reduced 23.2%
23,464 $1.89 Million
Q2 2020

Jul 28, 2020
SELL
$29.25 - $38.76 $25,155 - $33,333
-860 Reduced 2.74%
30,551 $2.26 Million
Q1 2020

Apr 09, 2020
SELL
$26.61 - $40.52 $162,720 - $247,779
-6,115 Reduced 16.3%
31,411 $1.92 Million
Q4 2019

Jan 30, 2020
SELL
$34.42 - $38.54 $47,258 - $52,915
-1,373 Reduced 3.53%
37,526 $2.88 Million
Q3 2019

Oct 09, 2019
SELL
$35.28 - $36.01 $69,466 - $70,903
-1,969 Reduced 4.82%
38,899 $2.76 Million
Q2 2019

Jul 17, 2019
SELL
N/A
-300 Reduced 0.73%
40,868 $2.87 Million
Q1 2019

Apr 22, 2019
SELL
N/A
-246,622 Reduced 85.7%
41,168 $2.78 Million
Q4 2018

Feb 06, 2019
BUY
N/A
252,558 Added 716.84%
287,790 $17.2 Million
Q3 2018

Oct 10, 2018
BUY
N/A
3,049 Added 9.47%
35,232 $2.45 Million
Q1 2018

Apr 20, 2018
SELL
N/A
-99 Reduced 0.31%
32,183 $2.03 Million
Q4 2017

Jan 18, 2018
SELL
N/A
-462 Reduced 1.41%
32,282 $2.06 Million
Q3 2017

Oct 12, 2017
BUY
N/A
32,744
32,744 $1.97 Million

Others Institutions Holding SCHX

# of Institutions
1,630
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
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