My Legacy Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

My Legacy Advisors, LLC

  • $269 Million
  • Q2 2025

A detailed history of My Legacy Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, My Legacy Advisors, LLC holds 9,106 shares of SCHV stock, worth $263,982. This represents 0.09% of its overall portfolio holdings.

Number of Shares
9,106
Previous 13,734 33.7%
Holding current value
$263,982
Previous $361,000 30.47%
% of portfolio
0.09%
Previous 0.14%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
SELL
$23.55 - $27.67 $108,989 - $128,056
-4,628 Reduced 33.7%
9,106 $251,000
Q1 2025

Apr 15, 2025
SELL
$25.77 - $27.6 $2,113 - $2,263
-82 Reduced 0.59%
13,734 $361,000
Q4 2024

Jan 16, 2025
BUY
$25.79 - $80.4 $356,314 - $1.11 Million
13,816 New
13,816 $360,000
Q2 2024

Jul 24, 2024
SELL
$71.74 - $75.86 $32,354 - $34,212
-451 Reduced 9.28%
4,407 $326,000
Q1 2024

Jul 25, 2024
BUY
$68.82 - $75.98 $27,115 - $29,936
394 Added 8.94%
4,801 $364,000
Q4 2023

Jan 12, 2024
SELL
$61.16 - $70.24 $10,397 - $11,940
-170 Reduced 3.38%
4,858 $340,000
Q3 2023

Oct 20, 2023
SELL
$64.45 - $69.39 $5,284 - $5,689
-82 Reduced 1.6%
5,028 $324,000
Q2 2023

Jul 14, 2023
SELL
$63.33 - $67.21 $33,881 - $35,957
-535 Reduced 9.48%
5,110 $342,000
Q1 2023

Apr 11, 2023
SELL
$62.59 - $69.3 $6,509 - $7,207
-104 Reduced 1.81%
5,645 $370,000
Q4 2022

Feb 07, 2023
SELL
$59.13 - $69.24 $126,419 - $148,035
-2,138 Reduced 27.11%
5,749 $379,000
Q3 2022

Oct 17, 2022
SELL
$58.51 - $69.02 $67,930 - $80,132
-1,161 Reduced 12.83%
7,887 $470,000
Q2 2022

Jul 12, 2022
SELL
$60.93 - $72.3 $1,766 - $2,096
-29 Reduced 0.32%
9,048 $569,000
Q1 2022

Apr 07, 2022
BUY
$67.71 - $74.19 $614,603 - $673,422
9,077 New
9,077 $648,000

Others Institutions Holding SCHV

# of Institutions
979
Shares Held
358M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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