Legacy Wealth Management

Latest statistics and disclosures from Legacy Wealth Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IWB, SCHK, SCHG, IJH, SCHM, and represent 89.99% of Legacy Wealth Management's stock portfolio.
  • Added to shares of these 2 stocks: SCHM, IJR.
  • Reduced shares in these 8 stocks: IWB, IJH, SCHG, SCHK, SCHX, SCHA, IWM, SCHB.
  • Legacy Wealth Management was a net seller of stock by $-7.3M.
  • Legacy Wealth Management has $654M in assets under management (AUM), dropping by 6.88%.

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Portfolio Holdings for Legacy Wealth Management

Companies in the Legacy Wealth Management portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 30.4 $199M 1.1M 187.15
Schwab Strategic Tr 1000 Index Etf (SCHK) 26.7 $175M 5.3M 32.98
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 12.1 $79M 686k 115.17
Ishares Tr Core S&p Mcp Etf (IJH) 11.3 $74M -2% 397k 185.31
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 9.6 $63M 1.1M 55.48
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.6 $23M -2% 343k 68.32
Ishares Tr Core S&p Scp Etf (IJR) 3.0 $20M 279k 70.23
Ishares Tr Russell 2000 Etf (IWM) 1.9 $13M -3% 85k 149.79
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $4.5M 27k 170.30
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $2.8M 8.4k 334.92
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $1.9M -23% 24k 80.63
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $311k -6% 3.9k 79.74
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $276k 1.3k 216.64

Past Filings by Legacy Wealth Management

SEC 13F filings are viewable for Legacy Wealth Management going back to 2010

View all past filings