Schwab U S Small Cap ETF shares owned by Legacy Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Legacy Wealth Management
from 13F filings
Historical chart of Legacy Wealth Management investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Legacy Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25M | 891k | 27.90 |
| 2025-06-30 | $29M | 1.1M | 25.30 |
| 2025-03-31 | $26M | 1.1M | 23.43 |
| 2024-12-31 | $28M | 1.1M | 25.86 |
| 2024-09-30 | $28M | 551k | 51.50 |
| 2024-06-30 | $27M | 558k | 47.45 |
| 2024-03-31 | $28M | 561k | 49.24 |
| 2023-12-31 | $27M | 567k | 47.24 |
| 2023-09-30 | $24M | 584k | 41.42 |
| 2023-06-30 | $26M | 590k | 43.80 |
| 2023-03-31 | $24M | 581k | 41.93 |
| 2022-12-31 | $23M | 577k | 40.51 |
| 2022-09-30 | $21M | 562k | 37.80 |
| 2022-06-30 | $22M | 566k | 38.99 |
| 2022-03-31 | $26M | 551k | 47.36 |
| 2021-12-31 | $28M | 276k | 102.40 |
| 2021-09-30 | $28M | 280k | 100.10 |
| 2021-06-30 | $29M | 282k | 104.18 |
| 2021-03-31 | $29M | 288k | 99.67 |
| 2020-12-31 | $29M | 327k | 89.00 |
| 2020-09-30 | $23M | 343k | 68.32 |
| 2020-06-30 | $23M | 351k | 65.34 |
| 2020-03-31 | $30M | 573k | 51.52 |
| 2019-12-31 | $2.2M | 29k | 75.64 |
| 2019-09-30 | $1.9M | 28k | 69.71 |
| 2019-06-30 | $1.8M | 26k | 71.46 |
| 2019-03-31 | $1.2M | 17k | 69.93 |
| 2018-12-31 | $989k | 16k | 60.66 |
| 2018-09-30 | $2.4M | 32k | 76.17 |
| 2018-06-30 | $7.6M | 103k | 73.57 |
| 2018-03-31 | $6.1M | 89k | 69.13 |
| 2017-12-31 | $1.1M | 15k | 69.74 |
| 2017-09-30 | $937k | 14k | 67.39 |
| 2017-06-30 | $882k | 14k | 63.89 |
| 2017-03-31 | $833k | 13k | 62.97 |
| 2016-12-31 | $786k | 13k | 61.48 |
| 2016-09-30 | $745k | 13k | 57.56 |
| 2016-06-30 | $674k | 13k | 54.00 |
| 2015-12-31 | $1.1M | 21k | 52.08 |