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Schwab U S Small Cap ETF shares owned by Legacy Private Trust

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Legacy Private Trust from 13F filings

Historical chart of Legacy Private Trust investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Legacy Private Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Legacy Private Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $253k 8.9k 28.48
2025-09-30 $238k 8.5k 27.90
2025-06-30 $220k 8.7k 25.30
2022-12-31 $458k 11k 40.51
2022-09-30 $391k 10k 37.82

More positions owned by Legacy Private Trust

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (SPTM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
JPMorgan Chase & Co. (JPM)
Janus Detroit Str Tr Henderson Mtg (JMBS)

View all positions for Legacy Private Trust

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Creative Planning
Northwestern Mutual Wealth Management Company
RMG Wealth Management
Financial Engines Advisors L.L.C
Wealth Enhancement Advisory Services
UBS Group
Advisory Alpha
HPM Partners
CI Private Wealth
Mariner Wealth Advisors
LPL Financial
Steele Capital Management
Vantagepoint Investment Advisers

View all funds holding Schwab U S Small Cap ETF